Jones Financial Companies
SCHQ

Jones Financial Companies’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-1,704
Closed -$54K – 4897
2025
Q4 		$54K Buy
+1,704
New +$55.1K ﹤0.01% 2484
2025
Q1 		– Sell
-862
Closed -$27.1K – 3841
2024
Q4 		$27.1K Buy
+862
New +$28.4K ﹤0.01% 2121

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies's SCHQ Position: Q1 2026 in Review

Jones Financial Companies sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 1,704 shares — an estimated $54K sold.

Jones Financial Companies first reported a position in SCHQ in Q4 2024 and held it in 2 quarters. The position peaked at $54K in Q4 2025. 121 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Jones Financial Companies reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,704 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $54K.
  • Jones Financial Companies first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's Schwab Long-Term US Treasury ETF position peaked at $54K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.