Sound Income Strategies’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Sound Income Strategies’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	-403	Closed	-$12.6K	–	2053
2026 Q1	$12.6K	Sell	403 -227	-36%	-$7.24K	﹤0.01%	1398
2025 Q4	$20.1K	Buy	630 +567	+900%	+$18.3K	﹤0.01%	1153
2025 Q3	$2.03K	Hold	63	–	–	﹤0.01%	1343
2025 Q2	$2.01K	Hold	63	–	–	﹤0.01%	1257
2025 Q1	$2.06K	Hold	63	–	–	﹤0.01%	1225
2024 Q4	$1.98K	Hold	63	–	–	﹤0.01%	1165
2024 Q3	$2.2K	Hold	63	–	–	﹤0.01%	1117
2024 Q2	$2.07K	Hold	63	–	–	﹤0.01%	1101
2024 Q1	$2.13K	Sell	63 -3,386	-98%	-$114K	﹤0.01%	1048
2023 Q4	$121K	Buy	+3,449	New	+$111K	0.01%	257

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

Sound Income Strategies's SCHQ Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 403 shares — an estimated $12.6K sold.

Sound Income Strategies first reported a position in SCHQ in Q4 2023 and held it in 10 quarters. The position peaked at $121K in Q4 2023. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Sound Income Strategies reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 403 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $12.6K.
Sound Income Strategies first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 10 quarters.
Sound Income Strategies's Schwab Long-Term US Treasury ETF position peaked at $121K in Q4 2023.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.