L2 Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

L2 Asset Management’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	$10.2M	Buy	324,933 +162,509	+100%	+$5.18M	0.97%	25
2025 Q4	$5.15M	Buy	162,424 +5,260	+3%	+$170K	0.69%	47
2025 Q3	$5.08M	Sell	157,164 -524	-0.3%	-$16.6K	0.73%	43
2025 Q2	$5.03M	Buy	157,688 +11,346	+8%	+$358K	0.82%	36
2025 Q1	$4.79M	Buy	146,342 +4,539	+3%	+$145K	0.98%	32
2024 Q4	$4.46M	Buy	+141,803	New	+$4.67M	0.97%	33

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 $299B AUM 28.69% 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

L2 Asset Management's SCHQ Position: Q1 2026 in Review

L2 Asset Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 100% in Q1 2026, buying an estimated $5.18M and bringing the position to 324,933 shares worth $10.2M. The position accounts for 0.97% of the portfolio, ranked #25.

L2 Asset Management first reported a position in SCHQ in Q4 2024 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

L2 Asset Management held 324,933 shares of Schwab Long-Term US Treasury ETF worth $10.2M as of Q1 2026.
L2 Asset Management bought 162,509 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $5.18M.
Schwab Long-Term US Treasury ETF made up 0.97% of L2 Asset Management's portfolio in Q1 2026, its #25 holding.
L2 Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.