MWM
SCHQ

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

MFG 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
Q2 		$2.46M Buy
78,530
+5,198
+7% +$162K 1.76% 21
2026
Q1 		$2.3M Buy
73,332
+3,272
+5% +$104K 1.91% 19
2025
Q4 		$2.22M Sell
70,060
-454
-0.6% -$14.7K 1.73% 26
2025
Q3 		$2.28M Buy
+70,514
New +$2.23M 1.72% 26

Other funds holding SCHQ

CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

MFG Wealth Management's SCHQ Position: Q2 2026 in Review

MFG Wealth Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 7.1% in Q2 2026, buying an estimated $162K and bringing the position to 78,530 shares worth $2.46M. The position accounts for 1.76% of the portfolio, ranked #21.

MFG Wealth Management first reported a position in SCHQ in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • MFG Wealth Management held 78,530 shares of Schwab Long-Term US Treasury ETF worth $2.46M as of Q2 2026.
  • MFG Wealth Management bought 5,198 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $162K.
  • Schwab Long-Term US Treasury ETF made up 1.76% of MFG Wealth Management's portfolio in Q2 2026, its #21 holding.
  • MFG Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.