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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
Q2 		$214K Sell
6,852
-3,915
-36% -$122K 0.02% 409
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

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Transamerica Financial Advisors's SCHQ Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 36% in Q2 2026, selling an estimated $122K and leaving 6,852 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #409.

Transamerica Financial Advisors first reported a position in SCHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Transamerica Financial Advisors held 6,852 shares of Schwab Long-Term US Treasury ETF worth $214K as of Q2 2026.
  • Transamerica Financial Advisors sold 3,915 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $122K.
  • Schwab Long-Term US Treasury ETF made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #409 holding.
  • Transamerica Financial Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Schwab Long-Term US Treasury ETF position peaked at $338K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.