Strategic Advocates’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Strategic Advocates’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	$180K	Sell	5,757 -1,851	-24%	-$57.7K	0.7%	34
2026 Q1	$239K	Buy	7,608 +550	+8%	+$17.5K	1.06%	24
2025 Q4	$225K	Sell	7,058 -195	-3%	-$6.3K	0.06%	107
2025 Q3	$234K	Buy	7,253 +38	+0.5%	+$1.2K	0.06%	116
2025 Q2	$230K	Buy	+7,215	New	+$227K	0.07%	113

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

Strategic Advocates's SCHQ Position: Q2 2026 in Review

Strategic Advocates reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 24% in Q2 2026, selling an estimated $57.7K and leaving 5,757 shares worth $180K. The position accounts for 0.7% of the portfolio, ranked #34.

Strategic Advocates first reported a position in SCHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Strategic Advocates held 5,757 shares of Schwab Long-Term US Treasury ETF worth $180K as of Q2 2026.
Strategic Advocates sold 1,851 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $57.7K.
Schwab Long-Term US Treasury ETF made up 0.7% of Strategic Advocates's portfolio in Q2 2026, its #34 holding.
Strategic Advocates first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Advocates's Schwab Long-Term US Treasury ETF position peaked at $239K in Q1 2026.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.