Seek First’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Seek First’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 Q3	$972K	Sell	34,162 -669	-2%	-$20.1K	0.63%	30
2026 Q2	$1.09M	Sell	34,831 -2,376	-6%	-$74K	0.69%	28
2026 Q1	$1.17M	Buy	37,207 +2,668	+8%	+$85.1K	0.82%	23
2025 Q4	$1.09M	Buy	34,539 +841	+2%	+$27.2K	0.75%	26
2025 Q3	$1.09M	Buy	33,698 +166	+0.5%	+$5.26K	0.78%	23
2025 Q2	$1.07M	Buy	33,532 +760	+2%	+$24K	0.87%	21
2025 Q1	$1.07M	Buy	+32,772	New	+$1.05M	0.95%	20

Other funds holding SCHQ

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Seek First's SCHQ Position: Q3 2026 in Review

Seek First reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.9% in Q3 2026, selling an estimated $20.1K and leaving 34,162 shares worth $972K. The position accounts for 0.63% of the portfolio, ranked #30.

Seek First first reported a position in SCHQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2026. 43 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

Seek First held 34,162 shares of Schwab Long-Term US Treasury ETF worth $972K as of Q3 2026.
Seek First sold 669 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $20.1K.
Schwab Long-Term US Treasury ETF made up 0.63% of Seek First's portfolio in Q3 2026, its #30 holding.
Seek First first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab Long-Term US Treasury ETF position peaked at $1.17M in Q1 2026.
43 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.