Larson Financial Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Larson Financial Group’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	$66.3K	Buy	2,118 +1,260	+147%	+$39.2K	﹤0.01%	1395
2026 Q1	$27K	Buy	858 +7	+0.8%	+$223	﹤0.01%	1679
2025 Q4	$27K	Buy	851 +12	+1%	+$388	﹤0.01%	1546
2025 Q3	$27.1K	Buy	839 +10	+1%	+$317	﹤0.01%	1475
2025 Q2	$26.4K	Buy	829 +9	+1%	+$284	﹤0.01%	1350
2025 Q1	$26.9K	Buy	820 +6	+0.7%	+$192	﹤0.01%	1248
2024 Q4	$25.6K	Buy	814 +12	+1%	+$395	﹤0.01%	1130
2024 Q3	$28.1K	Buy	802 +8	+1%	+$275	﹤0.01%	1090
2024 Q2	$26K	Buy	+794	New	+$25.9K	﹤0.01%	983

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

Larson Financial Group's SCHQ Position: Q2 2026 in Review

Larson Financial Group increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 147% in Q2 2026, buying an estimated $39.2K and bringing the position to 2,118 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Larson Financial Group first reported a position in SCHQ in Q2 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Larson Financial Group held 2,118 shares of Schwab Long-Term US Treasury ETF worth $66.3K as of Q2 2026.
Larson Financial Group bought 1,260 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $39.2K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1395 holding.
Larson Financial Group first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.