MWM
SCHQ

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
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

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MBE Wealth Management's SCHQ Position: Q4 2025 in Review

MBE Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 9,663 shares — an estimated $312K sold.

MBE Wealth Management first reported a position in SCHQ in Q2 2025 and held it in 2 quarters. The position peaked at $313K in Q2 2025. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

  • MBE Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • MBE Wealth Management sold 9,663 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $312K.
  • MBE Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • MBE Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $313K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on MBE Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.