Trust Point Inc’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Trust Point Inc’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	–	Sell	-22,037	Closed	-$712K	–	500
2025 Q3	$712K	Sell	22,037 -9,707	-31%	-$307K	0.06%	159
2025 Q2	$1.01M	Buy	31,744 +497	+2%	+$15.7K	0.1%	107
2025 Q1	$1.02M	Sell	31,247 -1,220	-4%	-$39.1K	0.09%	117
2024 Q4	$1.02M	Buy	32,467 +2,284	+8%	+$75.3K	0.07%	152
2024 Q3	$1.06M	Sell	30,183 -710	-2%	-$24.4K	0.08%	152
2024 Q2	$1.01M	Sell	30,893 -1,050	-3%	-$34.2K	0.08%	147
2024 Q1	$1.08M	Sell	31,943 -167,595	-84%	-$5.65M	0.08%	145
2023 Q4	$7M	Buy	+199,538	New	+$6.43M	0.58%	18

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

SWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Point Inc's SCHQ Position: Q4 2025 in Review

Trust Point Inc sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 22,037 shares — an estimated $712K sold.

Trust Point Inc first reported a position in SCHQ in Q4 2023 and held it in 8 quarters. The position peaked at $7M in Q4 2023. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Trust Point Inc reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Trust Point Inc sold 22,037 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $712K.
Trust Point Inc first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 8 quarters.
Trust Point Inc's Schwab Long-Term US Treasury ETF position peaked at $7M in Q4 2023.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Trust Point Inc's 13F filing for Q4 2025, filed 13 Jan 2026.