IFP Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

IFP Advisors’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	$1.73M	Buy	55,172 +24,084	+77%	+$750K	0.03%	540
2026 Q1	$977K	Buy	31,088 +10,026	+48%	+$320K	0.02%	702
2025 Q4	$668K	Sell	21,062 -278	-1%	-$8.99K	0.02%	821
2025 Q3	$689K	Sell	21,340 -867	-4%	-$27.5K	0.02%	746
2025 Q2	$708K	Buy	22,207 +582	+3%	+$18.3K	0.02%	705
2025 Q1	$708K	Buy	21,625 +1,272	+6%	+$40.7K	0.02%	651
2024 Q4	$640K	Buy	20,353 +3,985	+24%	+$131K	0.02%	653
2024 Q3	$573K	Buy	16,368 +6,125	+60%	+$211K	0.02%	642
2024 Q2	$336K	Buy	10,243 +1,621	+19%	+$52.8K	0.01%	794
2024 Q1	$291K	Buy	8,622 +4,949	+135%	+$167K	0.01%	814
2023 Q4	$129K	Buy	+3,673	New	+$118K	0.01%	1149

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

IFP Advisors's SCHQ Position: Q2 2026 in Review

IFP Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 77% in Q2 2026, buying an estimated $750K and bringing the position to 55,172 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #540.

IFP Advisors first reported a position in SCHQ in Q4 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

IFP Advisors held 55,172 shares of Schwab Long-Term US Treasury ETF worth $1.73M as of Q2 2026.
IFP Advisors bought 24,084 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $750K.
Schwab Long-Term US Treasury ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #540 holding.
IFP Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.