MML Investors Services
SCHQ

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
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

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services's SCHQ Position: Q1 2026 in Review

MML Investors Services reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 41% in Q1 2026, selling an estimated $21.3M and leaving 976,422 shares worth $30.7M. The position accounts for 0.09% of the portfolio, ranked #238.

MML Investors Services first reported a position in SCHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $52.2M in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • MML Investors Services held 976,422 shares of Schwab Long-Term US Treasury ETF worth $30.7M as of Q1 2026.
  • MML Investors Services sold 669,470 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $21.3M.
  • Schwab Long-Term US Treasury ETF made up 0.09% of MML Investors Services's portfolio in Q1 2026, its #238 holding.
  • MML Investors Services first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • MML Investors Services's Schwab Long-Term US Treasury ETF position peaked at $52.2M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.