PAG
SCHQ

Private Advisor Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Private Advisor Group’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
2025
Q2 		– Sell
-23,198
Closed -$760K – 2563
2025
Q1 		$760K Sell
23,198
-1,408
-6% -$45.1K ﹤0.01% 1379
2024
Q4 		$773K Buy
24,606
+3,433
+16% +$113K ﹤0.01% 1347
2024
Q3 		$741K Sell
21,173
-4,483
-17% -$154K ﹤0.01% 1400
2024
Q2 		$842K Buy
25,656
+6,997
+37% +$228K 0.01% 1282
2024
Q1 		$629K Buy
+18,659
New +$629K ﹤0.01% 1386

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Advisor Group's SCHQ Position: Q2 2025 in Review

Private Advisor Group sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2025, closing a stake of 23,198 shares — an estimated $760K sold.

Private Advisor Group first reported a position in SCHQ in Q1 2024 and held it in 5 quarters. The position peaked at $842K in Q2 2024. 107 funds tracked by Wall St. Rank hold SCHQ as of Q2 2025.

  • Private Advisor Group reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 23,198 Schwab Long-Term US Treasury ETF shares in Q2 2025, an estimated $760K.
  • Private Advisor Group first reported a position in Schwab Long-Term US Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Private Advisor Group's Schwab Long-Term US Treasury ETF position peaked at $842K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.