Northwestern Mutual Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Northwestern Mutual Wealth 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
2026 Q1	$87.8K	Buy	+2,792	New	+$89K	﹤0.01%	2219
2024 Q4	–	Sell	-1	Closed	-$35	–	3849
2024 Q3	$35	Buy	+1	New	+$34	﹤0.01%	3534
2024 Q2	–	Sell	-51	Closed	-$1.72K	–	3785
2024 Q1	$1.72K	Buy	+51	New	+$1.72K	﹤0.01%	3083
2023 Q3	–	Sell	-49	Closed	-$1.78K	–	3502
2023 Q2	$1.78K	Buy	+49	New	+$1.8K	﹤0.01%	3006
2020 Q4	–	Sell	-61	Closed	-$3K	–	2856
2020 Q3	$3K	Buy	+61	New	+$3.51K	﹤0.01%	2294

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCHQ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026: 2,792 shares worth $87.8K. The stake represents ﹤0.01% of the portfolio and ranks #2219 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in SCHQ as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in SCHQ in Q3 2020 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Northwestern Mutual Wealth Management held 2,792 shares of Schwab Long-Term US Treasury ETF worth $87.8K as of Q1 2026.
Schwab Long-Term US Treasury ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2219 holding.
Northwestern Mutual Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2020 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.