PAS
SCHQ

Park Avenue Securities’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Park Avenue Securities’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 		$2.33M Sell
74,473
-175,035
-70% -$5.45M 0.01% 621
2026
Q1 		$7.84M Sell
249,508
-139,104
-36% -$4.43M 0.06% 240
2025
Q4 		$12.3M Buy
388,612
+203,907
+110% +$6.59M 0.1% 156
2025
Q3 		$5.97M Sell
184,705
-13,821
-7% -$438K 0.05% 288
2025
Q2 		$6.33M Buy
+198,526
New +$6.26M 0.06% 238
2025
Q1 		– Sell
-46,904
Closed -$1.47M – 1467
2024
Q4 		$1.47M Sell
46,904
-62,932
-57% -$2.07M 0.02% 586
2024
Q3 		$3.84M Buy
109,836
+44,954
+69% +$1.55M 0.04% 271
2024
Q2 		$2.13M Sell
64,882
-28,121
-30% -$916K 0.03% 395
2024
Q1 		$3.14M Sell
93,003
-8,869
-9% -$299K 0.04% 280
2023
Q4 		$3.57M Buy
101,872
+62,570
+159% +$2.02M 0.05% 227
2023
Q3 		$1.25M Buy
39,302
+9,339
+31% +$318K 0.02% 476
2023
Q2 		$1.09M Buy
+29,963
New +$1.1M 0.02% 459

Other funds holding SCHQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Park Avenue Securities's SCHQ Position: Q2 2026 in Review

Park Avenue Securities reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 70% in Q2 2026, selling an estimated $5.45M and leaving 74,473 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #621.

Park Avenue Securities first reported a position in SCHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2025. 39 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Park Avenue Securities held 74,473 shares of Schwab Long-Term US Treasury ETF worth $2.33M as of Q2 2026.
  • Park Avenue Securities sold 175,035 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $5.45M.
  • Schwab Long-Term US Treasury ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #621 holding.
  • Park Avenue Securities first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • Park Avenue Securities's Schwab Long-Term US Treasury ETF position peaked at $12.3M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.