Smartleaf Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Smartleaf Asset 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	$42.8K	Hold	1,354	–	–	﹤0.01%	1601
2026 Q1	$42.6K	Sell	1,354 -52	-4%	-$1.66K	﹤0.01%	1539
2025 Q4	$44.9K	Sell	1,406 -1,341	-49%	-$43.3K	﹤0.01%	1611
2025 Q3	$88.9K	Buy	2,747 +2,724	+11,843%	+$86.3K	0.01%	1136
2025 Q2	$726	Sell	23 -28	-55%	-$882	﹤0.01%	2527
2025 Q1	$1.66K	Hold	51	–	–	﹤0.01%	2511
2024 Q4	$1.61K	Sell	51 -59	-54%	-$1.94K	﹤0.01%	2577
2024 Q3	$3.87K	Sell	110 -402	-79%	-$13.8K	﹤0.01%	2236
2024 Q2	$17.1K	Sell	512 -3,892	-88%	-$127K	﹤0.01%	1113
2024 Q1	$149K	Buy	4,404 +4,220	+2,293%	+$142K	0.03%	430
2023 Q4	$6.5K	Buy	+184	New	+$5.93K	﹤0.01%	823

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

Smartleaf Asset Management's SCHQ Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q2 2026 at 1,354 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Smartleaf Asset Management first reported a position in SCHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $149K in Q1 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Smartleaf Asset Management held 1,354 shares of Schwab Long-Term US Treasury ETF worth $42.8K as of Q2 2026.
Smartleaf Asset Management left its Schwab Long-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1601 holding.
Smartleaf Asset Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Schwab Long-Term US Treasury ETF position peaked at $149K in Q1 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.