PTC
SCHQ

Private Trust Company’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Private Trust Company’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
Q1 		– Sell
-573
Closed -$18.2K – 2683
2025
Q4 		$18.2K Buy
+573
New +$18.5K ﹤0.01% 1706

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Mirae Asset Global Investments
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Trust Company's SCHQ Position: Q1 2026 in Review

Private Trust Company sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 573 shares — an estimated $18.2K sold.

Private Trust Company first reported a position in SCHQ in Q4 2025 and held it in 1 quarter. The position peaked at $18.2K in Q4 2025. 121 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Private Trust Company reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 573 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $18.2K.
  • Private Trust Company first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Private Trust Company's Schwab Long-Term US Treasury ETF position peaked at $18.2K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.