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

Mather 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 Q1	$3.39K	Buy	+108	New	+$3.44K	﹤0.01%	1633

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

Mather Group's SCHQ Position: Q1 2026 in Review

Mather Group opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026: 108 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings.

120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Mather Group held 108 shares of Schwab Long-Term US Treasury ETF worth $3.39K as of Q1 2026.
Schwab Long-Term US Treasury ETF was a new Mather Group position in Q1 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1633 holding.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.