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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

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

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keystone Global Partners's SCHQ Position: Q2 2026 in Review

Keystone Global Partners increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 134% in Q2 2026, buying an estimated $464K and bringing the position to 26,006 shares worth $814K. The position accounts for 0.31% of the portfolio, ranked #39.

Keystone Global Partners first reported a position in SCHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q2 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Keystone Global Partners held 26,006 shares of Schwab Long-Term US Treasury ETF worth $814K as of Q2 2026.
Keystone Global Partners bought 14,900 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $464K.
Schwab Long-Term US Treasury ETF made up 0.31% of Keystone Global Partners's portfolio in Q2 2026, its #39 holding.
Keystone Global Partners first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Global Partners's Schwab Long-Term US Treasury ETF position peaked at $2.24M in Q2 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.