Rockefeller Capital Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Rockefeller Capital 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	–	Sell	-12,520	Closed	-$394K	–	4851
2026 Q1	$394K	Buy	+12,520	New	+$399K	﹤0.01%	2110
2025 Q4	–	Sell	-10	Closed	-$335	–	4821
2025 Q3	$335	Buy	+10	New	+$317	﹤0.01%	4316

Other funds holding SCHQ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rockefeller Capital Management's SCHQ Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 12,520 shares — an estimated $394K sold.

Rockefeller Capital Management first reported a position in SCHQ in Q3 2025 and held it in 2 quarters. The position peaked at $394K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Rockefeller Capital Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Rockefeller Capital Management sold 12,520 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $394K.
Rockefeller Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and held it in 2 quarters.
Rockefeller Capital Management's Schwab Long-Term US Treasury ETF position peaked at $394K in Q1 2026.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.