MML Investors Services’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

MML Investors Services’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	$12.5M	Sell	400,837 -575,585	-59%	-$17.9M	0.03%	556
2026 Q1	$30.7M	Sell	976,422 -669,470	-41%	-$21.3M	0.09%	238
2025 Q4	$52.2M	Buy	1,645,892 +816,199	+98%	+$26.4M	0.13%	164
2025 Q3	$26.8M	Buy	829,693 +13,488	+2%	+$427K	0.07%	267
2025 Q2	$26M	Sell	816,205 -148,609	-15%	-$4.68M	0.08%	256
2025 Q1	$31.6M	Buy	964,814 +748,687	+346%	+$24M	0.11%	203
2024 Q4	$6.79M	Sell	216,127 -240,840	-53%	-$7.94M	0.02%	587
2024 Q3	$16M	Buy	456,967 +133,361	+41%	+$4.58M	0.06%	311
2024 Q2	$10.6M	Sell	323,606 -86,057	-21%	-$2.8M	0.04%	386
2024 Q1	$13.8M	Buy	409,663 +30,283	+8%	+$1.02M	0.06%	322
2023 Q4	$13.3M	Buy	379,380 +246,928	+186%	+$7.95M	0.06%	310
2023 Q3	$4.2M	Buy	132,452 +30,706	+30%	+$1.05M	0.02%	613
2023 Q2	$3.69M	Buy	+101,746	New	+$3.73M	0.02%	648

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services's SCHQ Position: Q2 2026 in Review

MML Investors Services reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 59% in Q2 2026, selling an estimated $17.9M and leaving 400,837 shares worth $12.5M. The position accounts for 0.03% of the portfolio, ranked #556.

MML Investors Services first reported a position in SCHQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.2M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

MML Investors Services held 400,837 shares of Schwab Long-Term US Treasury ETF worth $12.5M as of Q2 2026.
MML Investors Services sold 575,585 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $17.9M.
Schwab Long-Term US Treasury ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #556 holding.
MML Investors Services first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
MML Investors Services's Schwab Long-Term US Treasury ETF position peaked at $52.2M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.