NCM
SCHQ

Northwest Capital Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Northwest Capital Management’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
2025
Q4 		$421K Sell
13,266
-4,713
-26% -$152K 1.82% 16
2025
Q3 		$581K Buy
17,979
+1,163
+7% +$36.8K 0.61% 43
2025
Q2 		$536K Sell
16,816
-12,810
-43% -$404K 0.29% 81
2025
Q1 		$971K Sell
29,626
-19,286
-39% -$618K 0.4% 52
2024
Q4 		$1.54M Sell
48,912
-49,192
-50% -$1.62M 0.66% 31
2024
Q3 		$3.43M Sell
98,104
-336,762
-77% -$11.6M 1.24% 18
2024
Q2 		$14.3M Sell
434,866
-64,366
-13% -$2.1M 5.21% 5
2024
Q1 		$16.8M Sell
499,232
-7,310
-1% -$246K 5.39% 5
2023
Q4 		$17.8M Buy
506,542
+278,581
+122% +$8.97M 5.96% 4
2023
Q3 		$7.22M Sell
227,961
-11,687
-5% -$399K 2.79% 9
2023
Q2 		$8.7M Sell
239,648
-7,506
-3% -$275K 3.65% 7
2023
Q1 		$9.26M Buy
247,154
+12,857
+5% +$474K 4.49% 7
2022
Q4 		$8.26M Sell
234,297
-15,474
-6% -$550K 4.39% 6
2022
Q3 		$8.99M Buy
249,771
+113,811
+84% +$4.49M 5.21% 6
2022
Q2 		$5.47M Buy
135,960
+18,075
+15% +$744K 2.87% 10
2022
Q1 		$5.41M Buy
117,885
+1,260
+1% +$60.3K 2.54% 12
2021
Q4 		$5.62M Buy
116,625
+110,392
+1,771% +$5.63M 2.66% 13
2021
Q3 		$312K Buy
+6,233
New +$321K 0.16% 71

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Capital Management's SCHQ Position: Q4 2025 in Review

Northwest Capital Management reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 26% in Q4 2025, selling an estimated $152K and leaving 13,266 shares worth $421K. The position accounts for 1.82% of the portfolio, ranked #16.

Northwest Capital Management first reported a position in SCHQ in Q3 2021 and has held it in 18 quarters since. The position peaked at $17.8M in Q4 2023. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

  • Northwest Capital Management held 13,266 shares of Schwab Long-Term US Treasury ETF worth $421K as of Q4 2025.
  • Northwest Capital Management sold 4,713 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $152K.
  • Schwab Long-Term US Treasury ETF made up 1.82% of Northwest Capital Management's portfolio in Q4 2025, its #16 holding.
  • Northwest Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2021 and has held it in 18 quarters since.
  • Northwest Capital Management's Schwab Long-Term US Treasury ETF position peaked at $17.8M in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.