Stokes Family Office’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Stokes Family Office’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
2025 Q2	–	Sell	-14,714	Closed	-$482K	–	243
2025 Q1	$482K	Sell	14,714 -123,041	-89%	-$3.94M	0.05%	162
2024 Q4	$4.33M	Buy	137,755 +18,164	+15%	+$599K	0.46%	54
2024 Q3	$4.18M	Sell	119,591 -37,664	-24%	-$1.29M	0.46%	54
2024 Q2	$5.16M	Buy	157,255 +940	+0.6%	+$30.6K	0.61%	37
2024 Q1	$5.27M	Sell	156,315 -18,976	-11%	-$640K	0.66%	37
2023 Q4	$6.15M	Buy	175,291 +18,181	+12%	+$586K	0.83%	26
2023 Q3	$4.98M	Buy	157,110 +45,446	+41%	+$1.55M	0.58%	37
2023 Q2	$4.05M	Sell	111,664 -2,215	-2%	-$81.2K	0.47%	47
2023 Q1	$4.27M	Sell	113,879 -95,754	-46%	-$3.53M	0.53%	42
2022 Q4	$7.39M	Buy	209,633 +89,087	+74%	+$3.17M	0.95%	26
2022 Q3	$4.34M	Buy	120,546 +7,114	+6%	+$281K	0.62%	35
2022 Q2	$4.56M	Buy	+113,432	New	+$4.67M	0.62%	39

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stokes Family Office's SCHQ Position: Q2 2025 in Review

Stokes Family Office sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2025, closing a stake of 14,714 shares — an estimated $482K sold.

Stokes Family Office first reported a position in SCHQ in Q2 2022 and held it in 12 quarters. The position peaked at $7.39M in Q4 2022. 107 funds tracked by Wall St. Rank hold SCHQ as of Q2 2025.

Stokes Family Office reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Stokes Family Office sold 14,714 Schwab Long-Term US Treasury ETF shares in Q2 2025, an estimated $482K.
Stokes Family Office first reported a position in Schwab Long-Term US Treasury ETF in Q2 2022 and held it in 12 quarters.
Stokes Family Office's Schwab Long-Term US Treasury ETF position peaked at $7.39M in Q4 2022.
107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2025.

Based on Stokes Family Office's 13F filing for Q2 2025, filed 6 Aug 2025.