Waverly Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Waverly 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 Q2	$573K	Sell	18,299 -36,921	-67%	-$1.15M	﹤0.01%	1111
2026 Q1	$1.74M	Sell	55,220 -6,993	-11%	-$223K	0.01%	676
2025 Q4	$1.97M	Buy	62,213 +2,967	+5%	+$95.9K	0.02%	603
2025 Q3	$1.91M	Buy	59,246 +5,432	+10%	+$172K	0.02%	521
2025 Q2	$1.72M	Buy	+53,814	New	+$1.7M	0.02%	521

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

Waverly Advisors's SCHQ Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 67% in Q2 2026, selling an estimated $1.15M and leaving 18,299 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Waverly Advisors first reported a position in SCHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Waverly Advisors held 18,299 shares of Schwab Long-Term US Treasury ETF worth $573K as of Q2 2026.
Waverly Advisors sold 36,921 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $1.15M.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1111 holding.
Waverly Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Waverly Advisors's Schwab Long-Term US Treasury ETF position peaked at $1.97M in Q4 2025.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.