Rockefeller Capital Management
SCHQ

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
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

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Mirae Asset Global Investments
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
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 $718M AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Capital Management's SCHQ Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026: 12,520 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in SCHQ as recently as Q3 2025.

Rockefeller Capital Management first reported a position in SCHQ in Q3 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Rockefeller Capital Management held 12,520 shares of Schwab Long-Term US Treasury ETF worth $394K as of Q1 2026.
  • Schwab Long-Term US Treasury ETF was a new Rockefeller Capital Management position in Q1 2026.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2110 holding.
  • Rockefeller Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.