LGT Financial Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

LGT Financial Advisors’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
2025 Q4	–	Sell	-2,833	Closed	-$91.5K	–	351
2025 Q3	$91.5K	Buy	2,833 +2,150	+315%	+$68.1K	0.2%	89
2025 Q2	$21.8K	Buy	683 +51	+8%	+$1.61K	0.06%	155
2025 Q1	$20.7K	Buy	+632	New	+$20.2K	0.06%	152
2024 Q4	–	Sell	-344	Closed	-$12K	–	764
2024 Q3	$12K	Buy	344 +126	+58%	+$4.33K	0.03%	381
2024 Q2	$7.15K	Sell	218 -132	-38%	-$4.3K	0.02%	540
2024 Q1	$11.8K	Sell	350 -54	-13%	-$1.82K	0.01%	467
2023 Q4	$14.2K	Sell	404 -117	-22%	-$3.77K	0.02%	412
2023 Q3	$16.5K	Buy	+521	New	+$17.8K	0.02%	388

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's SCHQ Position: Q4 2025 in Review

LGT Financial Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 2,833 shares — an estimated $91.5K sold.

LGT Financial Advisors first reported a position in SCHQ in Q3 2023 and held it in 8 quarters. The position peaked at $91.5K in Q3 2025. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

LGT Financial Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 2,833 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $91.5K.
LGT Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and held it in 8 quarters.
LGT Financial Advisors's Schwab Long-Term US Treasury ETF position peaked at $91.5K in Q3 2025.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.