TFA
SCHQ

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

Transamerica Financial Advisors’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 		$338K Buy
10,767
+1,701
+19% +$54.2K 0.03% 326
2025
Q4 		$287K Buy
9,066
+5,912
+187% +$191K 0.02% 310
2025
Q3 		$102K Buy
+3,154
New +$99.9K 0.01% 400

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
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 $718M AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transamerica Financial Advisors's SCHQ Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 19% in Q1 2026, buying an estimated $54.2K and bringing the position to 10,767 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #326.

Transamerica Financial Advisors first reported a position in SCHQ in Q3 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Transamerica Financial Advisors held 10,767 shares of Schwab Long-Term US Treasury ETF worth $338K as of Q1 2026.
  • Transamerica Financial Advisors bought 1,701 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $54.2K.
  • Schwab Long-Term US Treasury ETF made up 0.03% of Transamerica Financial Advisors's portfolio in Q1 2026, its #326 holding.
  • Transamerica Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.