Twin Peaks Wealth Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Twin Peaks Wealth 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	$1.01K	Buy	+32	New	+$1.02K	﹤0.01%	1898
2025 Q3	–	Sell	-372	Closed	-$11.7K	–	1739
2025 Q2	$11.7K	Buy	+372	New	+$11.7K	﹤0.01%	856

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin Peaks Wealth Advisors's SCHQ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026: 32 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SCHQ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SCHQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.7K in Q2 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

Twin Peaks Wealth Advisors held 32 shares of Schwab Long-Term US Treasury ETF worth $1.01K as of Q1 2026.
Schwab Long-Term US Treasury ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1898 holding.
Twin Peaks Wealth Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Schwab Long-Term US Treasury ETF position peaked at $11.7K in Q2 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.