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

Sanctuary 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 Q2	$404K	Sell	12,916 -44,739	-78%	-$1.39M	﹤0.01%	2126
2026 Q1	$1.81M	Sell	57,655 -14,164	-20%	-$452K	0.01%	999
2025 Q4	$2.28M	Buy	71,819 +34,360	+92%	+$1.11M	0.01%	859
2025 Q3	$1.21M	Buy	37,459 +4,629	+14%	+$147K	0.01%	1177
2025 Q2	$1.05M	Sell	32,830 -3,566	-10%	-$112K	0.01%	1191
2025 Q1	$1.19M	Buy	+36,396	New	+$1.17M	0.01%	1049

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

Sanctuary Advisors's SCHQ Position: Q2 2026 in Review

Sanctuary Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 78% in Q2 2026, selling an estimated $1.39M and leaving 12,916 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Sanctuary Advisors first reported a position in SCHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.28M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Sanctuary Advisors held 12,916 shares of Schwab Long-Term US Treasury ETF worth $404K as of Q2 2026.
Sanctuary Advisors sold 44,739 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $1.39M.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2126 holding.
Sanctuary Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Sanctuary Advisors's Schwab Long-Term US Treasury ETF position peaked at $2.28M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.