WBH Advisory’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

WBH Advisory’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	$2.98M	Sell	95,285 -33,215	-26%	-$1.06M	0.22%	90
2025 Q4	$4.07M	Buy	128,500 +41,245	+47%	+$1.33M	0.3%	68
2025 Q3	$2.82M	Buy	87,255 +1,664	+2%	+$52.7K	0.22%	84
2025 Q2	$2.73M	Sell	85,591 -27,844	-25%	-$878K	0.23%	79
2025 Q1	$3.72M	Buy	113,435 +73,219	+182%	+$2.35M	0.35%	62
2024 Q4	$1.26M	Sell	40,216 -27,155	-40%	-$895K	0.12%	129
2024 Q3	$2.36M	Buy	67,371 +9,228	+16%	+$317K	0.22%	78
2024 Q2	$1.91M	Sell	58,143 -25,565	-31%	-$832K	0.19%	87
2024 Q1	$2.82M	Sell	83,708 -16,125	-16%	-$543K	0.29%	71
2023 Q4	$3.5M	Buy	99,833 +52,698	+112%	+$1.7M	0.39%	60
2023 Q3	$1.49M	Sell	47,135 -29	-0.1%	-$989	0.18%	110
2023 Q2	$1.71M	Buy	+47,164	New	+$1.73M	0.2%	100

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBH Advisory's SCHQ Position: Q1 2026 in Review

WBH Advisory reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 26% in Q1 2026, selling an estimated $1.06M and leaving 95,285 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #90.

WBH Advisory first reported a position in SCHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.07M in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

WBH Advisory held 95,285 shares of Schwab Long-Term US Treasury ETF worth $2.98M as of Q1 2026.
WBH Advisory sold 33,215 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $1.06M.
Schwab Long-Term US Treasury ETF made up 0.22% of WBH Advisory's portfolio in Q1 2026, its #90 holding.
WBH Advisory first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
WBH Advisory's Schwab Long-Term US Treasury ETF position peaked at $4.07M in Q4 2025.
120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.