VST
SCHQ

Van Strum & Towne’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Van Strum & Towne’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 		– Sell
-34,681
Closed -$1.1M – 117
2025
Q4 		$1.1M Sell
34,681
-2,675
-7% -$86.5K 0.31% 55
2025
Q3 		$1.21M Buy
37,356
+2,350
+7% +$74.4K 0.35% 51
2025
Q2 		$1.12M Sell
35,006
-5,550
-14% -$175K 0.35% 50
2025
Q1 		$1.33M Buy
40,556
+4,250
+12% +$136K 0.45% 44
2024
Q4 		$1.14M Buy
36,306
+5,350
+17% +$176K 0.4% 47
2024
Q3 		$1.08M Buy
30,956
+2,110
+7% +$72.5K 0.37% 46
2024
Q2 		$946K Buy
28,846
+1,729
+6% +$56.3K 0.34% 47
2024
Q1 		$915K Sell
27,117
-1,200
-4% -$40.4K 0.33% 49
2023
Q4 		$993K Hold
28,317
– – 0.39% 45
2023
Q3 		$897K Buy
28,317
+575
+2% +$19.6K 0.38% 46
2023
Q2 		$1.01M Buy
27,742
+20,842
+302% +$764K 0.42% 45
2023
Q1 		$258K Buy
+6,900
New +$255K 0.11% 84

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return