Keystone Global Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Keystone Global Partners’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	$814K	Buy	26,006 +14,900	+134%	+$464K	0.31%	39
2026 Q1	$349K	Sell	11,106 -22,369	-67%	-$713K	0.15%	49
2025 Q4	$1.06M	Sell	33,475 -17,412	-34%	-$563K	0.47%	36
2025 Q3	$1.64M	Sell	50,887 -19,464	-28%	-$616K	0.84%	28
2025 Q2	$2.24M	Buy	70,351 +21,365	+44%	+$673K	1.22%	24
2025 Q1	$1.6M	Buy	+48,986	New	+$1.57M	1.13%	26

Other funds holding SCHQ

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return