Premier Path Wealth Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Premier Path Wealth Partners’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 Q3	$319K	Buy	+11,214	New	+$337K	0.04%	315

Other funds holding SCHQ

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

Premier Path Wealth Partners's SCHQ Position: Q3 2026 in Review

Premier Path Wealth Partners opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026: 11,214 shares worth $319K. The stake represents 0.04% of the portfolio and ranks #315 among its holdings.

26 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

Premier Path Wealth Partners held 11,214 shares of Schwab Long-Term US Treasury ETF worth $319K as of Q3 2026.
Schwab Long-Term US Treasury ETF was a new Premier Path Wealth Partners position in Q3 2026.
Schwab Long-Term US Treasury ETF made up 0.04% of Premier Path Wealth Partners's portfolio in Q3 2026, its #315 holding.
26 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.