Total Investment Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Total Investment Management’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 Q1	$459K	Buy	14,610 +1	+0%	+$32	0.05%	43
2025 Q4	$463K	Sell	14,609 -2,830	-16%	-$91.5K	0.06%	43
2025 Q3	$563K	Buy	17,439 +2	+0%	+$63	0.07%	35
2025 Q2	$556K	Sell	17,437 -3,090,438	-99%	-$97.4M	0.08%	35
2025 Q1	$102M	Buy	3,107,875 +275,919	+10%	+$8.84M	13.31%	1
2024 Q4	$89M	Buy	2,831,956 +93,851	+3%	+$3.09M	12.49%	2
2024 Q3	$95.8M	Buy	2,738,105 +177,521	+7%	+$6.1M	10.73%	1
2024 Q2	$84M	Buy	2,560,584 +29,594	+1%	+$964K	11.05%	1
2024 Q1	$85.4M	Buy	2,530,990 +20,120	+0.8%	+$678K	10.74%	1
2023 Q4	$88.1M	Buy	2,510,870 +81,657	+3%	+$2.63M	11.18%	1
2023 Q3	$77M	Buy	2,429,213 +1,552,646	+177%	+$52.9M	11.02%	1
2023 Q2	$31.8M	Buy	876,567 +28,340	+3%	+$1.04M	4.13%	13
2023 Q1	$31.8M	Sell	848,227 -11,026	-1%	-$407K	6.07%	8
2022 Q4	$30.3M	Buy	+859,253	New	+$30.6M	7.37%	6

Other funds holding SCHQ

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Total Investment Management's SCHQ Position: Q1 2026 in Review

Total Investment Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 0.01% in Q1 2026, buying an estimated $32 and bringing the position to 14,610 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #43.

Total Investment Management first reported a position in SCHQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $102M in Q1 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Total Investment Management held 14,610 shares of Schwab Long-Term US Treasury ETF worth $459K as of Q1 2026.
Total Investment Management bought 1 Schwab Long-Term US Treasury ETF share in Q1 2026, an estimated $32.
Schwab Long-Term US Treasury ETF made up 0.05% of Total Investment Management's portfolio in Q1 2026, its #43 holding.
Total Investment Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Total Investment Management's Schwab Long-Term US Treasury ETF position peaked at $102M in Q1 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.