JE
SCHQ

Jacobs Equity’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Jacobs Equity’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 		– Sell
-7,435
Closed -$234K – 124
2026
Q1 		$234K Buy
7,435
+375
+5% +$12K 0.21% 96
2025
Q4 		$224K Buy
+7,060
New +$228K 0.22% 100

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

Jacobs Equity's SCHQ Position: Q2 2026 in Review

Jacobs Equity sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 7,435 shares — an estimated $234K sold.

Jacobs Equity first reported a position in SCHQ in Q4 2025 and held it in 2 quarters. The position peaked at $234K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Jacobs Equity reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Jacobs Equity sold 7,435 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $234K.
  • Jacobs Equity first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Jacobs Equity's Schwab Long-Term US Treasury ETF position peaked at $234K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.