TIM
SCHQ

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
Q2 		$438K Buy
14,613
+3
+0% +$93 0.05% 48
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

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

Total Investment Management's SCHQ Position: Q2 2026 in Review

Total Investment Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 0.02% in Q2 2026, buying an estimated $93 and bringing the position to 14,613 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #48.

Total Investment Management first reported a position in SCHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $102M in Q1 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Total Investment Management held 14,613 shares of Schwab Long-Term US Treasury ETF worth $438K as of Q2 2026.
  • Total Investment Management bought 3 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $93.
  • Schwab Long-Term US Treasury ETF made up 0.05% of Total Investment Management's portfolio in Q2 2026, its #48 holding.
  • Total Investment Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Total Investment Management's Schwab Long-Term US Treasury ETF position peaked at $102M in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.