Regal Investment Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Regal Investment Advisors’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	$673K	Sell	21,400 -8,826	-29%	-$281K	0.04%	374
2025 Q4	$958K	Buy	30,226 +14,508	+92%	+$469K	0.06%	288
2025 Q3	$508K	Sell	15,718 -722	-4%	-$22.9K	0.03%	374
2025 Q2	$524K	Sell	16,440 -8,058	-33%	-$254K	0.04%	337
2025 Q1	$803K	Buy	+24,498	New	+$785K	0.06%	247
2024 Q4	–	Sell	-14,140	Closed	-$495K	–	509
2024 Q3	$495K	Buy	14,140 +2,566	+22%	+$88.2K	0.03%	358
2024 Q2	$380K	Sell	11,574 -4,193	-27%	-$137K	0.02%	407
2024 Q1	$532K	Buy	+15,767	New	+$531K	0.04%	347

Other funds holding SCHQ

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Investment Advisors's SCHQ Position: Q1 2026 in Review

Regal Investment Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 29% in Q1 2026, selling an estimated $281K and leaving 21,400 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #374.

Regal Investment Advisors first reported a position in SCHQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $958K in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Regal Investment Advisors held 21,400 shares of Schwab Long-Term US Treasury ETF worth $673K as of Q1 2026.
Regal Investment Advisors sold 8,826 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $281K.
Schwab Long-Term US Treasury ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #374 holding.
Regal Investment Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q1 2024 and has held it in 8 quarters since.
Regal Investment Advisors's Schwab Long-Term US Treasury ETF position peaked at $958K in Q4 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.