Prosperity Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Prosperity Wealth 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
2025 Q3	–	Sell	-36,432	Closed	-$1.16M	–	276
2025 Q2	$1.16M	Buy	36,432 +3,462	+11%	+$109K	0.43%	49
2025 Q1	$1.08M	Buy	32,970 +6,162	+23%	+$197K	0.51%	38
2024 Q4	$843K	Sell	26,808 -4,407	-14%	-$145K	0.35%	52
2024 Q3	$1.09M	Buy	+31,215	New	+$1.07M	0.44%	37

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Prosperity Wealth Management's SCHQ Position: Q3 2025 in Review

Prosperity Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 36,432 shares — an estimated $1.16M sold.

Prosperity Wealth Management first reported a position in SCHQ in Q3 2024 and held it in 4 quarters. The position peaked at $1.16M in Q2 2025. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

Prosperity Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Prosperity Wealth Management sold 36,432 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $1.16M.
Prosperity Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and held it in 4 quarters.
Prosperity Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $1.16M in Q2 2025.
112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.