Horizons Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Horizons Wealth 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 Q1	$24.4K	Hold	777	–	–	0.02%	125
2025 Q4	$24.6K	Hold	777	–	–	0.02%	124
2025 Q3	$25.1K	Hold	777	–	–	0.02%	124
2025 Q2	$24.8K	Hold	777	–	–	0.02%	123
2025 Q1	$25.5K	Hold	777	–	–	0.02%	118
2024 Q4	$24.4K	Hold	777	–	–	0.02%	114
2024 Q3	$27.2K	Hold	777	–	–	0.02%	115
2024 Q2	$25.8K	Hold	777	–	–	0.02%	119
2024 Q1	$27.3K	Hold	777	–	–	0.02%	113
2023 Q4	$27.3K	Hold	777	–	–	0.02%	113
2023 Q3	$24.6K	Hold	777	–	–	0.02%	113
2023 Q2	$27.9K	Hold	777	–	–	0.02%	121
2023 Q1	$29.1K	Hold	777	–	–	0.02%	108
2022 Q4	$28K	Hold	777	–	–	0.02%	111
2022 Q3	$28K	Hold	777	–	–	0.03%	100
2022 Q2	$31K	Buy	+777	New	+$32K	0.03%	101

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWA

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizons Wealth Management's SCHQ Position: Q1 2026 in Review

Horizons Wealth Management held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q1 2026 at 777 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #125.

Horizons Wealth Management first reported a position in SCHQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $31K in Q2 2022. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Horizons Wealth Management held 777 shares of Schwab Long-Term US Treasury ETF worth $24.4K as of Q1 2026.
Horizons Wealth Management left its Schwab Long-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Long-Term US Treasury ETF made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #125 holding.
Horizons Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $31K in Q2 2022.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.