SA
SCHQ

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

Scarborough 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 		– Sell
-3,490
Closed -$110K – 581
2026
Q1 		$110K Buy
+3,490
New +$111K 0.01% 177
2024
Q1 		– Sell
-3,009
Closed -$106K – 663
2023
Q4 		$106K Buy
+3,009
New +$96.9K 0.02% 113

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Scarborough Advisors's SCHQ Position: Q2 2026 in Review

Scarborough Advisors sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 3,490 shares — an estimated $110K sold.

Scarborough Advisors first reported a position in SCHQ in Q4 2023 and held it in 2 quarters. The position peaked at $110K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Scarborough Advisors reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 3,490 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $110K.
  • Scarborough Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Schwab Long-Term US Treasury ETF position peaked at $110K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.