MBE Wealth Management
SCHQ icon

MBE Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

MBE Wealth 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
Q3 		$216K Buy
+7,588
New +$228K 0.08% 157
2025
Q4 		– Sell
-9,663
Closed -$312K – 141
2025
Q3 		$312K Sell
9,663
-137
-1% -$4.34K 0.14% 96
2025
Q2 		$313K Buy
+9,800
New +$309K 0.14% 92

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Carolina Wealth Advisors
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O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

MBE Wealth Management's SCHQ Position: Q3 2026 in Review

MBE Wealth Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026: 7,588 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #157 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in SCHQ as recently as Q3 2025.

MBE Wealth Management first reported a position in SCHQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $313K in Q2 2025. 91 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

  • MBE Wealth Management held 7,588 shares of Schwab Long-Term US Treasury ETF worth $216K as of Q3 2026.
  • Schwab Long-Term US Treasury ETF was a new MBE Wealth Management position in Q3 2026.
  • Schwab Long-Term US Treasury ETF made up 0.08% of MBE Wealth Management's portfolio in Q3 2026, its #157 holding.
  • MBE Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • MBE Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $313K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.