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 Q3	–	Sell	-26,006	Closed	-$814K	–	64
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

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Keystone Global Partners's SCHQ Position: Q3 2026 in Review

Keystone Global Partners sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026, closing a stake of 26,006 shares — an estimated $814K sold.

Keystone Global Partners first reported a position in SCHQ in Q1 2025 and held it in 6 quarters. The position peaked at $2.24M in Q2 2025. 28 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

Keystone Global Partners reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Keystone Global Partners sold 26,006 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $814K.
Keystone Global Partners first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and held it in 6 quarters.
Keystone Global Partners's Schwab Long-Term US Treasury ETF position peaked at $2.24M in Q2 2025.
28 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.