MPIA
SCHQ

Milestones Private Investment Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Milestones Private Investment Advisors’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 		$394K Hold
12,588
– – 0.31% 50
2026
Q1 		$396K Hold
12,588
– – 0.35% 54
2025
Q4 		$399K Sell
12,588
-892
-7% -$28.8K 0.27% 83
2025
Q3 		$436K Sell
13,480
-118
-0.9% -$3.74K 0.3% 77
2025
Q2 		$434K Buy
+13,598
New +$429K 0.32% 75

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestones Private Investment Advisors's SCHQ Position: Q2 2026 in Review

Milestones Private Investment Advisors held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q2 2026 at 12,588 shares worth $394K. The position accounts for 0.31% of the portfolio, ranked #50.

Milestones Private Investment Advisors first reported a position in SCHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $436K in Q3 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Milestones Private Investment Advisors held 12,588 shares of Schwab Long-Term US Treasury ETF worth $394K as of Q2 2026.
  • Milestones Private Investment Advisors left its Schwab Long-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Long-Term US Treasury ETF made up 0.31% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Milestones Private Investment Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Schwab Long-Term US Treasury ETF position peaked at $436K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.