Silver Oak Securities’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Silver Oak Securities’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
2025 Q3	–	Sell	-30,923	Closed	-$986K	–	813
2025 Q2	$986K	Buy	30,923 +1,274	+4%	+$40.2K	0.08%	260
2025 Q1	$964K	Sell	29,649 -5,871	-17%	-$188K	0.09%	241
2024 Q4	$1.12M	Buy	35,520 +5,003	+16%	+$165K	0.1%	209
2024 Q3	$1.07M	Buy	30,517 +29,826	+4,316%	+$1.03M	0.11%	191
2024 Q2	$22.7K	Buy	691 +46	+7%	+$1.5K	﹤0.01%	461
2024 Q1	$21.8K	Sell	645 -6,822	-91%	-$230K	﹤0.01%	461
2023 Q4	$262K	Buy	7,467 +396	+6%	+$12.8K	0.04%	405
2023 Q3	$224K	Sell	7,071 -78,284	-92%	-$2.67M	0.05%	271
2023 Q2	$3.1M	Buy	85,355 +64,219	+304%	+$2.35M	0.5%	43
2023 Q1	$813K	Buy	+21,136	New	+$780K	0.13%	134
2022 Q4	–	Sell	-7,071	Closed	-$224K	–	452
2022 Q3	$224K	Buy	+7,071	New	+$279K	0.05%	271

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Silver Oak Securities's SCHQ Position: Q3 2025 in Review

Silver Oak Securities sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 30,923 shares — an estimated $986K sold.

Silver Oak Securities first reported a position in SCHQ in Q3 2022 and held it in 11 quarters. The position peaked at $3.1M in Q2 2023. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

Silver Oak Securities reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Silver Oak Securities sold 30,923 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $986K.
Silver Oak Securities first reported a position in Schwab Long-Term US Treasury ETF in Q3 2022 and held it in 11 quarters.
Silver Oak Securities's Schwab Long-Term US Treasury ETF position peaked at $3.1M in Q2 2023.
112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.