SF
SCHQ

Summit Financial’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Summit Financial’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 		$6.49M Buy
207,404
+18,326
+10% +$571K 0.07% 279
2026
Q1 		$5.94M Buy
189,078
+101,121
+115% +$3.22M 0.08% 269
2025
Q4 		$2.79M Buy
87,957
+5,822
+7% +$188K 0.04% 399
2025
Q3 		$2.65M Buy
+82,135
New +$2.6M 0.04% 409

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial's SCHQ Position: Q2 2026 in Review

Summit Financial increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 9.7% in Q2 2026, buying an estimated $571K and bringing the position to 207,404 shares worth $6.49M. The position accounts for 0.07% of the portfolio, ranked #279.

Summit Financial first reported a position in SCHQ in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Summit Financial held 207,404 shares of Schwab Long-Term US Treasury ETF worth $6.49M as of Q2 2026.
  • Summit Financial bought 18,326 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $571K.
  • Schwab Long-Term US Treasury ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #279 holding.
  • Summit Financial first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.