Hayek Kallen Investment Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Hayek Kallen Investment Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Sell	9,990 -600	-6%	-$18.7K	0.09%	83
2026 Q1	$333K	Buy	+10,590	New	+$338K	0.11%	75
2025 Q4	–	Sell	-10,480	Closed	-$339K	–	164
2025 Q3	$339K	Buy	10,480 +230	+2%	+$7.28K	0.11%	79
2025 Q2	$327K	Hold	10,250	–	–	0.11%	79
2025 Q1	$336K	Hold	10,250	–	–	0.12%	77
2024 Q4	$322K	Hold	10,250	–	–	0.12%	78
2024 Q3	$359K	Hold	10,250	–	–	0.13%	76
2024 Q2	$336K	Hold	10,250	–	–	0.13%	76
2024 Q1	$346K	Buy	10,250 +400	+4%	+$13.5K	0.13%	73
2023 Q4	$346K	Buy	9,850 +500	+5%	+$16.1K	0.14%	67
2023 Q3	$296K	Buy	+9,350	New	+$319K	0.13%	69

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hayek Kallen Investment Management's SCHQ Position: Q2 2026 in Review

Hayek Kallen Investment Management reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 5.7% in Q2 2026, selling an estimated $18.7K and leaving 9,990 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #83.

Hayek Kallen Investment Management first reported a position in SCHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $359K in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Hayek Kallen Investment Management held 9,990 shares of Schwab Long-Term US Treasury ETF worth $313K as of Q2 2026.
Hayek Kallen Investment Management sold 600 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $18.7K.
Schwab Long-Term US Treasury ETF made up 0.09% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #83 holding.
Hayek Kallen Investment Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Hayek Kallen Investment Management's Schwab Long-Term US Treasury ETF position peaked at $359K in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.