Silverlake Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Silverlake Wealth Management’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	–	Sell	-14,894	Closed	-$468K	–	405
2026 Q1	$468K	Sell	14,894 -5,737	-28%	-$183K	0.1%	222
2025 Q4	$654K	Buy	20,631 +9,849	+91%	+$318K	0.15%	161
2025 Q3	$348K	Sell	10,782 -301	-3%	-$9.53K	0.08%	230
2025 Q2	$353K	Sell	11,083 -7,934	-42%	-$250K	0.1%	213
2025 Q1	$623K	Buy	+19,017	New	+$609K	0.24%	113
2024 Q4	–	Sell	-10,676	Closed	-$374K	–	283
2024 Q3	$374K	Buy	10,676 +851	+9%	+$29.2K	0.14%	173
2024 Q2	$322K	Sell	9,825 -120	-1%	-$3.91K	0.13%	180
2024 Q1	$335K	Buy	9,945 +466	+5%	+$15.7K	0.17%	155
2023 Q4	$333K	Buy	+9,479	New	+$305K	0.18%	143

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

Silverlake Wealth Management's SCHQ Position: Q2 2026 in Review

Silverlake Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 14,894 shares — an estimated $468K sold.

Silverlake Wealth Management first reported a position in SCHQ in Q4 2023 and held it in 9 quarters. The position peaked at $654K in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Silverlake Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Silverlake Wealth Management sold 14,894 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $468K.
Silverlake Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 9 quarters.
Silverlake Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $654K in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.