UBS Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

UBS Group’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	$2.54K	Sell	81 -90	-53%	-$2.8K	﹤0.01%	9329
2026 Q1	$5.38K	Sell	171 -168	-50%	-$5.36K	﹤0.01%	8795
2025 Q4	$10.7K	Buy	339 +81	+31%	+$2.62K	﹤0.01%	8193
2025 Q3	$8.34K	Buy	+258	New	+$8.17K	﹤0.01%	8667
2025 Q2	–	Sell	-6,541	Closed	-$214K	–	10768
2025 Q1	$214K	Buy	+6,541	New	+$210K	﹤0.01%	6512
2024 Q4	–	Sell	-3,567	Closed	-$125K	–	10339
2024 Q3	$125K	Buy	+3,567	New	+$123K	﹤0.01%	6200
2022 Q4	–	Sell	-80	Closed	-$3K	–	11086
2022 Q3	$3K	Buy	+80	New	+$3.16K	﹤0.01%	9572
2022 Q2	–	Sell	-1,786	Closed	-$82K	–	10858
2022 Q1	$82K	Buy	1,786 +1,319	+282%	+$63.1K	﹤0.01%	6063
2021 Q4	$24K	Sell	467 -2,349	-83%	-$120K	﹤0.01%	7638
2021 Q3	$141K	Buy	2,816 +2,350	+504%	+$121K	﹤0.01%	5584
2021 Q2	$23K	Sell	466 -2,503	-84%	-$122K	﹤0.01%	7194
2021 Q1	$140K	Buy	+2,969	New	+$150K	﹤0.01%	5708
2020 Q4	–	Sell	-960	Closed	-$54K	–	8701
2020 Q3	$54K	Buy	+960	New	+$55.3K	﹤0.01%	5592

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's SCHQ Position: Q2 2026 in Review

UBS Group reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 53% in Q2 2026, selling an estimated $2.8K and leaving 81 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #9329.

UBS Group first reported a position in SCHQ in Q3 2020 and has held it in 13 quarters since. The position peaked at $214K in Q1 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

UBS Group held 81 shares of Schwab Long-Term US Treasury ETF worth $2.54K as of Q2 2026.
UBS Group sold 90 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $2.8K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9329 holding.
UBS Group first reported a position in Schwab Long-Term US Treasury ETF in Q3 2020 and has held it in 13 quarters since.
UBS Group's Schwab Long-Term US Treasury ETF position peaked at $214K in Q1 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.