Signature Equity Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Signature Equity 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	$9.26K	Sell	296 -157	-35%	-$4.89K	﹤0.01%	832
2026 Q1	$14.2K	Sell	453 -164	-27%	-$5.23K	0.01%	726
2025 Q4	$19.6K	Buy	+617	New	+$19.9K	0.01%	632

Other funds holding SCHQ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Signature Equity Partners's SCHQ Position: Q2 2026 in Review

Signature Equity Partners reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 35% in Q2 2026, selling an estimated $4.89K and leaving 296 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Signature Equity Partners first reported a position in SCHQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.6K in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Signature Equity Partners held 296 shares of Schwab Long-Term US Treasury ETF worth $9.26K as of Q2 2026.
Signature Equity Partners sold 157 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $4.89K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #832 holding.
Signature Equity Partners first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's Schwab Long-Term US Treasury ETF position peaked at $19.6K in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.