UFPG
SCHQ

United Financial Planning Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

United Financial Planning 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 		– Sell
-5,718
Closed -$180K – 527
2026
Q1 		$180K Buy
+5,718
New +$182K 0.11% 52

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 22.96% 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

United Financial Planning Group's SCHQ Position: Q2 2026 in Review

United Financial Planning Group sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 5,718 shares — an estimated $180K sold.

United Financial Planning Group first reported a position in SCHQ in Q1 2026 and held it in 1 quarter. The position peaked at $180K in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • United Financial Planning Group reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 5,718 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $180K.
  • United Financial Planning Group first reported a position in Schwab Long-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Schwab Long-Term US Treasury ETF position peaked at $180K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.