Tidal Investments’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Tidal Investments’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	$43.4M	Buy	1,394,729 +718,572	+106%	+$22.4M	0.08%	258
2026 Q1	$21.2M	Buy	676,157 +358,864	+113%	+$11.4M	0.04%	352
2025 Q4	$10.1M	Sell	317,293 -126,240	-28%	-$4.08M	0.02%	455
2025 Q3	$14.3M	Sell	443,533 -242,448	-35%	-$7.68M	0.03%	374
2025 Q2	$21.8M	Sell	685,981 -77,733	-10%	-$2.45M	0.13%	205
2025 Q1	$25M	Buy	+763,714	New	+$24.5M	0.2%	114
2024 Q4	–	Sell	-24,277	Closed	-$847K	–	1970
2024 Q3	$847K	Buy	+24,277	New	+$834K	0.01%	1084
2021 Q3	–	Sell	-194,912	Closed	-$9.77M	–	910
2021 Q2	$9.77M	Buy	194,912 +57,131	+41%	+$2.78M	0.38%	48
2021 Q1	$6.52M	Buy	+137,781	New	+$6.96M	0.31%	54

Other funds holding SCHQ

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tidal Investments's SCHQ Position: Q2 2026 in Review

Tidal Investments increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 106% in Q2 2026, buying an estimated $22.4M and bringing the position to 1,394,729 shares worth $43.4M. The position accounts for 0.08% of the portfolio, ranked #258.

Tidal Investments first reported a position in SCHQ in Q1 2021 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Tidal Investments held 1,394,729 shares of Schwab Long-Term US Treasury ETF worth $43.4M as of Q2 2026.
Tidal Investments bought 718,572 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $22.4M.
Schwab Long-Term US Treasury ETF made up 0.08% of Tidal Investments's portfolio in Q2 2026, its #258 holding.
Tidal Investments first reported a position in Schwab Long-Term US Treasury ETF in Q1 2021 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.