TCOV
SCHQ

Trust Company of Vermont’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$11.3K Sell
355
-392
-52% -$12.7K ﹤0.01% 835
2025
Q3 		$24.1K Buy
747
+375
+101% +$11.9K ﹤0.01% 707
2025
Q2 		$11.9K Buy
+372
New +$11.7K ﹤0.01% 794

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's SCHQ Position: Q4 2025 in Review

Trust Company of Vermont reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 52% in Q4 2025, selling an estimated $12.7K and leaving 355 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Trust Company of Vermont first reported a position in SCHQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $24.1K in Q3 2025. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

  • Trust Company of Vermont held 355 shares of Schwab Long-Term US Treasury ETF worth $11.3K as of Q4 2025.
  • Trust Company of Vermont sold 392 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $12.7K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #835 holding.
  • Trust Company of Vermont first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • Trust Company of Vermont's Schwab Long-Term US Treasury ETF position peaked at $24.1K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.