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

SFMG Wealth 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	$19.5M	Buy	621,809 +80,997	+15%	+$2.52M	1.17%	17
2026 Q1	$17M	Buy	540,812 +63,699	+13%	+$2.03M	1.15%	16
2025 Q4	$15.1M	Buy	477,113 +58,979	+14%	+$1.91M	1.01%	16
2025 Q3	$13.5M	Buy	418,134 +85,043	+26%	+$2.69M	0.94%	16
2025 Q2	$10.6M	Buy	333,091 +38,814	+13%	+$1.22M	0.8%	19
2025 Q1	$9.64M	Buy	294,277 +19,713	+7%	+$631K	0.76%	21
2024 Q4	$8.63M	Sell	274,564 -360,678	-57%	-$11.9M	0.68%	19
2024 Q3	$22.2M	Sell	635,242 -888	-0.1%	-$30.5K	1.8%	11
2024 Q2	$20.9M	Sell	636,130 -5,479	-0.9%	-$178K	1.81%	11
2024 Q1	$21.6M	Sell	641,609 -13,420	-2%	-$452K	1.86%	12
2023 Q4	$23M	Sell	655,029 -18,472	-3%	-$595K	2.13%	12
2023 Q3	$21.3M	Buy	+673,501	New	+$23M	2.19%	12

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFMG Wealth Advisors's SCHQ Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 15% in Q2 2026, buying an estimated $2.52M and bringing the position to 621,809 shares worth $19.5M. The position accounts for 1.17% of the portfolio, ranked #17.

SFMG Wealth Advisors first reported a position in SCHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $23M in Q4 2023. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

SFMG Wealth Advisors held 621,809 shares of Schwab Long-Term US Treasury ETF worth $19.5M as of Q2 2026.
SFMG Wealth Advisors bought 80,997 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $2.52M.
Schwab Long-Term US Treasury ETF made up 1.17% of SFMG Wealth Advisors's portfolio in Q2 2026, its #17 holding.
SFMG Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
SFMG Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $23M in Q4 2023.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.