IWC
SCHQ

Integrated Wealth Concepts’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Integrated Wealth Concepts’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 		$317K Sell
10,126
-11,788
-54% -$367K ﹤0.01% 2056
2026
Q1 		$689K Buy
+21,914
New +$699K 0.01% 1342
2025
Q4 		– Sell
-18,070
Closed -$584K – 1978
2025
Q3 		$584K Buy
18,070
+771
+4% +$24.4K 0.01% 1265
2025
Q2 		$552K Buy
17,299
+7,170
+71% +$226K 0.01% 1218
2025
Q1 		$332K Buy
+10,129
New +$324K ﹤0.01% 1352

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
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 57.61% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Concepts's SCHQ Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 54% in Q2 2026, selling an estimated $367K and leaving 10,126 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Integrated Wealth Concepts first reported a position in SCHQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $689K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Integrated Wealth Concepts held 10,126 shares of Schwab Long-Term US Treasury ETF worth $317K as of Q2 2026.
  • Integrated Wealth Concepts sold 11,788 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $367K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2056 holding.
  • Integrated Wealth Concepts first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Schwab Long-Term US Treasury ETF position peaked at $689K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.