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

Sequoia Financial 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	$341K	Sell	10,908 -51,396	-82%	-$1.6M	﹤0.01%	1580
2026 Q1	$1.96M	Sell	62,304 -21,476	-26%	-$685K	0.01%	607
2025 Q4	$2.66M	Buy	83,780 +25,709	+44%	+$831K	0.01%	492
2025 Q3	$1.88M	Buy	58,071 +12,290	+27%	+$389K	0.01%	552
2025 Q2	$1.46M	Sell	45,781 -6,136	-12%	-$193K	0.01%	559
2025 Q1	$1.7M	Buy	+51,917	New	+$1.66M	0.01%	475

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sequoia Financial Advisors's SCHQ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 82% in Q2 2026, selling an estimated $1.6M and leaving 10,908 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Sequoia Financial Advisors first reported a position in SCHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Sequoia Financial Advisors held 10,908 shares of Schwab Long-Term US Treasury ETF worth $341K as of Q2 2026.
Sequoia Financial Advisors sold 51,396 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $1.6M.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1580 holding.
Sequoia Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's Schwab Long-Term US Treasury ETF position peaked at $2.66M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.