Smart Money Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Smart Money Group’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	$1.16M	Buy	36,926 +1,989	+6%	+$62K	0.3%	47
2026 Q1	$1.1M	Buy	34,937 +11,131	+47%	+$355K	0.32%	43
2025 Q4	$755K	Buy	23,806 +5,457	+30%	+$176K	0.22%	61
2025 Q3	$593K	Buy	+18,349	New	+$581K	0.18%	63
2024 Q1	–	Sell	-50,306	Closed	-$1.76M	–	93
2023 Q4	$1.76M	Buy	+50,306	New	+$1.62M	0.77%	31

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

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

Smart Money Group's SCHQ Position: Q2 2026 in Review

Smart Money Group increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 5.7% in Q2 2026, buying an estimated $62K and bringing the position to 36,926 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #47.

Smart Money Group first reported a position in SCHQ in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.76M in Q4 2023. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Smart Money Group held 36,926 shares of Schwab Long-Term US Treasury ETF worth $1.16M as of Q2 2026.
Smart Money Group bought 1,989 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $62K.
Schwab Long-Term US Treasury ETF made up 0.3% of Smart Money Group's portfolio in Q2 2026, its #47 holding.
Smart Money Group first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 5 quarters since.
Smart Money Group's Schwab Long-Term US Treasury ETF position peaked at $1.76M in Q4 2023.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.