Professional Financial Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Professional Financial Management’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	$3.48M	Buy	111,214 +9,121	+9%	+$284K	3.53%	11
2026 Q1	$3.21M	Buy	102,093 +6,059	+6%	+$193K	3.34%	10
2025 Q4	$3.04M	Buy	+96,034	New	+$3.1M	3.45%	10

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Professional Financial Management's SCHQ Position: Q2 2026 in Review

Professional Financial Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 8.9% in Q2 2026, buying an estimated $284K and bringing the position to 111,214 shares worth $3.48M. The position accounts for 3.53% of the portfolio, ranked #11.

Professional Financial Management first reported a position in SCHQ in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Professional Financial Management held 111,214 shares of Schwab Long-Term US Treasury ETF worth $3.48M as of Q2 2026.
Professional Financial Management bought 9,121 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $284K.
Schwab Long-Term US Treasury ETF made up 3.53% of Professional Financial Management's portfolio in Q2 2026, its #11 holding.
Professional Financial Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.