SF
SCHQ

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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Seek First's SCHQ Position: Q2 2026 in Review

Seek First reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 6.4% in Q2 2026, selling an estimated $74K and leaving 34,831 shares worth $1.09M. The position accounts for 0.69% of the portfolio, ranked #28.

Seek First first reported a position in SCHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2026. 39 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Seek First held 34,831 shares of Schwab Long-Term US Treasury ETF worth $1.09M as of Q2 2026.
  • Seek First sold 2,376 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $74K.
  • Schwab Long-Term US Treasury ETF made up 0.69% of Seek First's portfolio in Q2 2026, its #28 holding.
  • Seek First first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Seek First's Schwab Long-Term US Treasury ETF position peaked at $1.17M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.