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

IHT 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
2025 Q3	–	Sell	-16,933	Closed	-$540K	–	1215
2025 Q2	$540K	Sell	16,933 -5,151	-23%	-$162K	0.01%	678
2025 Q1	$723K	Buy	22,084 +11,894	+117%	+$381K	0.02%	559
2024 Q4	$320K	Sell	10,190 -10,138	-50%	-$334K	0.01%	832
2024 Q3	$713K	Buy	20,328 +12,035	+145%	+$414K	0.02%	603
2024 Q2	$272K	Sell	8,293 -323	-4%	-$10.5K	0.01%	832
2024 Q1	$291K	Sell	8,616 -1,278	-13%	-$43.1K	0.01%	816
2023 Q4	$347K	Buy	+9,894	New	+$319K	0.02%	714

Other funds holding SCHQ

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WRPWM

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

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

SWA

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

IHT Wealth Management's SCHQ Position: Q3 2025 in Review

IHT Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 16,933 shares — an estimated $540K sold.

IHT Wealth Management first reported a position in SCHQ in Q4 2023 and held it in 7 quarters. The position peaked at $723K in Q1 2025. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

IHT Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
IHT Wealth Management sold 16,933 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $540K.
IHT Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 7 quarters.
IHT Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $723K in Q1 2025.
112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.