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 Q2	–	Sell	-2,792	Closed	-$87.8K	–	4408
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

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

Northwestern Mutual Wealth Management's SCHQ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 2,792 shares — an estimated $87.8K sold.

Northwestern Mutual Wealth Management first reported a position in SCHQ in Q3 2020 and held it in 5 quarters. The position peaked at $87.8K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,792 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $87.8K.
Northwestern Mutual Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2020 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $87.8K in Q1 2026.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.