VA
SCHQ

Valmark Advisers’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Valmark Advisers’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
Q1 		– Sell
-14,038
Closed -$441K – 622
2024
Q4 		$441K Sell
14,038
-4,242
-23% -$140K 0.01% 446
2024
Q3 		$640K Buy
+18,280
New +$628K 0.01% 376

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valmark Advisers's SCHQ Position: Q1 2025 in Review

Valmark Advisers sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 14,038 shares — an estimated $441K sold.

Valmark Advisers first reported a position in SCHQ in Q3 2024 and held it in 2 quarters. The position peaked at $640K in Q3 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • Valmark Advisers reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Valmark Advisers sold 14,038 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $441K.
  • Valmark Advisers first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Valmark Advisers's Schwab Long-Term US Treasury ETF position peaked at $640K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.