Nvest Wealth Strategies’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Nvest Wealth Strategies’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	$5.04K	Buy	+161	New	+$5.01K	﹤0.01%	151

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

BBWP

Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

Nvest Wealth Strategies's SCHQ Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 161 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #151 among its holdings.

64 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Nvest Wealth Strategies held 161 shares of Schwab Long-Term US Treasury ETF worth $5.04K as of Q2 2026.
Schwab Long-Term US Treasury ETF was a new Nvest Wealth Strategies position in Q2 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #151 holding.
64 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.