Mutual Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Mutual 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	$1.59M	Sell	50,883 -2,515	-5%	-$78.3K	0.03%	484
2026 Q1	$1.68M	Sell	53,398 -6,275	-11%	-$200K	0.04%	428
2025 Q4	$1.89M	Sell	59,673 -1,444	-2%	-$46.7K	0.04%	378
2025 Q3	$2.01M	Buy	61,117 +2,773	+5%	+$87.8K	0.04%	359
2025 Q2	$1.83M	Buy	58,344 +965	+2%	+$30.4K	0.05%	346
2025 Q1	$1.84M	Buy	57,379 +5,878	+11%	+$188K	0.05%	299
2024 Q4	$1.61M	Buy	51,501 +2,868	+6%	+$94.5K	0.05%	332
2024 Q3	$1.61M	Buy	48,633 +6,255	+15%	+$215K	0.05%	328
2024 Q2	$1.41M	Buy	42,378 +394	+0.9%	+$12.8K	0.04%	361
2024 Q1	$1.42M	Buy	41,984 +10,552	+34%	+$356K	0.05%	360
2023 Q4	$1.1M	Buy	31,432 +11,303	+56%	+$364K	0.04%	428
2023 Q3	$638K	Buy	20,129 +564	+3%	+$19.2K	0.02%	546
2023 Q2	$710K	Buy	+19,565	New	+$717K	0.03%	536

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Mutual Advisors's SCHQ Position: Q2 2026 in Review

Mutual Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 4.7% in Q2 2026, selling an estimated $78.3K and leaving 50,883 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #484.

Mutual Advisors first reported a position in SCHQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.01M in Q3 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Mutual Advisors held 50,883 shares of Schwab Long-Term US Treasury ETF worth $1.59M as of Q2 2026.
Mutual Advisors sold 2,515 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $78.3K.
Schwab Long-Term US Treasury ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #484 holding.
Mutual Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's Schwab Long-Term US Treasury ETF position peaked at $2.01M in Q3 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.