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 Q3	$2.28M	Buy	80,002 +1,472	+2%	+$44.2K	1.65%	25
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

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

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

MFG Wealth Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.9% in Q3 2026, buying an estimated $44.2K and bringing the position to 80,002 shares worth $2.28M. The position accounts for 1.65% of the portfolio, ranked #25.

MFG Wealth Management first reported a position in SCHQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.46M in Q2 2026. 32 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

MFG Wealth Management held 80,002 shares of Schwab Long-Term US Treasury ETF worth $2.28M as of Q3 2026.
MFG Wealth Management bought 1,472 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $44.2K.
Schwab Long-Term US Treasury ETF made up 1.65% of MFG Wealth Management's portfolio in Q3 2026, its #25 holding.
MFG Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
MFG Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $2.46M in Q2 2026.
32 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.