NorthRock Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

NorthRock Partners’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	$509K	Sell	16,265 -32,865	-67%	-$1.02M	0.01%	435
2026 Q1	$1.54M	Sell	49,130 -16,559	-25%	-$528K	0.02%	234
2025 Q4	$2.08M	Buy	65,689 +36,310	+124%	+$1.17M	0.04%	186
2025 Q3	$949K	Buy	+29,379	New	+$930K	0.02%	359

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

NorthRock Partners's SCHQ Position: Q2 2026 in Review

NorthRock Partners reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 67% in Q2 2026, selling an estimated $1.02M and leaving 16,265 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #435.

NorthRock Partners first reported a position in SCHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

NorthRock Partners held 16,265 shares of Schwab Long-Term US Treasury ETF worth $509K as of Q2 2026.
NorthRock Partners sold 32,865 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $1.02M.
Schwab Long-Term US Treasury ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #435 holding.
NorthRock Partners first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
NorthRock Partners's Schwab Long-Term US Treasury ETF position peaked at $2.08M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.