IFWM
SCHQ

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

Institute for 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
Q2 		$9.08K Buy
+290
New +$9.03K ﹤0.01% 1335

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

Institute for Wealth Management's SCHQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 290 shares worth $9.08K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings.

67 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Institute for Wealth Management held 290 shares of Schwab Long-Term US Treasury ETF worth $9.08K as of Q2 2026.
  • Schwab Long-Term US Treasury ETF was a new Institute for Wealth Management position in Q2 2026.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1335 holding.
  • 67 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.