KFS
SCHQ

Kaizen Financial Strategies’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Kaizen Financial Strategies’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
-120,863
Closed -$3.83M – 184
2025
Q4 		$3.83M Sell
120,863
-11,805
-9% -$382K 1.69% 12
2025
Q3 		$4.3M Buy
132,668
+13,971
+12% +$442K 1.94% 11
2025
Q2 		$3.79M Sell
118,697
-8,113
-6% -$256K 1.92% 13
2025
Q1 		$4.15M Buy
126,810
+3,369
+3% +$108K 2.4% 8
2024
Q4 		$3.88M Buy
123,441
+3,444
+3% +$114K 2.2% 12
2024
Q3 		$4.2M Sell
119,997
-3,892
-3% -$134K 2.44% 11
2024
Q2 		$4.15M Buy
123,889
+19,030
+18% +$620K 2.59% 10
2024
Q1 		$3.54M Buy
104,859
+10,917
+12% +$368K 2.4% 11
2023
Q4 		$3.3M Buy
93,942
+8,369
+10% +$270K 2.5% 9
2023
Q3 		$2.71M Buy
85,573
+19,623
+30% +$669K 2.29% 12
2023
Q2 		$2.35M Buy
65,950
+3,925
+6% +$144K 2.01% 13
2023
Q1 		$2.32M Buy
62,025
+21,331
+52% +$787K 2.29% 11
2022
Q4 		$1.53M Buy
40,694
+5,039
+14% +$179K 1.51% 19
2022
Q3 		$1.28M Buy
+35,655
New +$1.41M 1.3% 25

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $1.48B AUM 15.85% 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 $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Financial Strategies's SCHQ Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 120,863 shares — an estimated $3.83M sold.

Kaizen Financial Strategies first reported a position in SCHQ in Q3 2022 and held it in 14 quarters. The position peaked at $4.3M in Q3 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 120,863 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $3.83M.
  • Kaizen Financial Strategies first reported a position in Schwab Long-Term US Treasury ETF in Q3 2022 and held it in 14 quarters.
  • Kaizen Financial Strategies's Schwab Long-Term US Treasury ETF position peaked at $4.3M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.