Kestra Advisory Services’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Kestra Advisory Services’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	-1,426	Closed	-$45.2K	–	4185
2025 Q4	$45.2K	Buy	+1,426	New	+$46.1K	﹤0.01%	4010

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 $718M AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's SCHQ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 1,426 shares — an estimated $45.2K sold.

Kestra Advisory Services first reported a position in SCHQ in Q4 2025 and held it in 1 quarter. The position peaked at $45.2K in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Kestra Advisory Services reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,426 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $45.2K.
Kestra Advisory Services first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Schwab Long-Term US Treasury ETF position peaked at $45.2K in Q4 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.