SWM
SCHQ

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return