Intergy Private Wealth’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Intergy Private Wealth’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 Q3	$274K	Buy	+9,637	New	+$289K	0.06%	107

Other funds holding SCHQ

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Intergy Private Wealth's SCHQ Position: Q3 2026 in Review

Intergy Private Wealth opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026: 9,637 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings.

33 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

Intergy Private Wealth held 9,637 shares of Schwab Long-Term US Treasury ETF worth $274K as of Q3 2026.
Schwab Long-Term US Treasury ETF was a new Intergy Private Wealth position in Q3 2026.
Schwab Long-Term US Treasury ETF made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #107 holding.
33 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.