SIP
SCHQ

Sellwood Investment Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Sellwood Investment Partners’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 		$736K Buy
23,510
+2,087
+10% +$65K 0.26% 29
2026
Q1 		$673K Buy
21,423
+3,548
+20% +$113K 0.27% 30
2025
Q4 		$567K Hold
17,875
– – 0.22% 30
2025
Q3 		$578K Buy
17,875
+2,961
+20% +$93.8K 0.23% 32
2025
Q2 		$476K Hold
14,914
– – 0.23% 27
2025
Q1 		$489K Hold
14,914
– – 0.26% 23
2024
Q4 		$469K Buy
+14,914
New +$492K 0.25% 22

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Sellwood Investment Partners's SCHQ Position: Q2 2026 in Review

Sellwood Investment Partners increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 9.7% in Q2 2026, buying an estimated $65K and bringing the position to 23,510 shares worth $736K. The position accounts for 0.26% of the portfolio, ranked #29.

Sellwood Investment Partners first reported a position in SCHQ in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Sellwood Investment Partners held 23,510 shares of Schwab Long-Term US Treasury ETF worth $736K as of Q2 2026.
  • Sellwood Investment Partners bought 2,087 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $65K.
  • Schwab Long-Term US Treasury ETF made up 0.26% of Sellwood Investment Partners's portfolio in Q2 2026, its #29 holding.
  • Sellwood Investment Partners first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.