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

LPL Financial’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	$18.8M	Sell	601,655 -758,520	-56%	-$23.6M	﹤0.01%	1615
2026 Q1	$42.8M	Sell	1,360,175 -544,242	-29%	-$17.4M	0.01%	993
2025 Q4	$60.4M	Buy	1,904,417 +990,099	+108%	+$32M	0.02%	788
2025 Q3	$29.5M	Sell	914,318 -37,292	-4%	-$1.18M	0.01%	1123
2025 Q2	$30.3M	Sell	951,610 -56,033	-6%	-$1.77M	0.01%	1021
2025 Q1	$33M	Buy	1,007,643 +757,652	+303%	+$24.3M	0.01%	887
2024 Q4	$7.86M	Buy	249,991 +2,029	+0.8%	+$66.9K	﹤0.01%	1721
2024 Q3	$8.68M	Buy	247,962 +150,320	+154%	+$5.17M	﹤0.01%	1572
2024 Q2	$3.2M	Buy	+97,642	New	+$3.18M	﹤0.01%	2199

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's SCHQ Position: Q2 2026 in Review

LPL Financial reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 56% in Q2 2026, selling an estimated $23.6M and leaving 601,655 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

LPL Financial first reported a position in SCHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $60.4M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

LPL Financial held 601,655 shares of Schwab Long-Term US Treasury ETF worth $18.8M as of Q2 2026.
LPL Financial sold 758,520 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $23.6M.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1615 holding.
LPL Financial first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
LPL Financial's Schwab Long-Term US Treasury ETF position peaked at $60.4M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.