Wealth Enhancement Advisory Services’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Wealth Enhancement Advisory Services’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	$257K	Sell	8,364 -1,013	-11%	-$31.6K	﹤0.01%	3346
2026 Q1	$295K	Sell	9,377 -42,041	-82%	-$1.34M	﹤0.01%	2797
2025 Q4	$1.63M	Buy	51,418 +17,733	+53%	+$573K	﹤0.01%	1634
2025 Q3	$1.09M	Sell	33,685 -3,962	-11%	-$125K	﹤0.01%	1803
2025 Q2	$1.18M	Sell	37,647 -200,242	-84%	-$6.31M	﹤0.01%	1653
2025 Q1	$7.79M	Buy	237,889 +64,720	+37%	+$2.07M	0.01%	668
2024 Q4	$5.44M	Sell	173,169 -238,326	-58%	-$7.85M	0.01%	771
2024 Q3	$14.4M	Buy	411,495 +257,079	+166%	+$8.84M	0.03%	426
2024 Q2	$5.07M	Buy	154,416 +137,287	+801%	+$4.47M	0.01%	686
2024 Q1	$578K	Buy	+17,129	New	+$577K	﹤0.01%	1494

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

Wealth Enhancement Advisory Services's SCHQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 11% in Q2 2026, selling an estimated $31.6K and leaving 8,364 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

Wealth Enhancement Advisory Services first reported a position in SCHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4M in Q3 2024. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Wealth Enhancement Advisory Services held 8,364 shares of Schwab Long-Term US Treasury ETF worth $257K as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,013 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $31.6K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3346 holding.
Wealth Enhancement Advisory Services first reported a position in Schwab Long-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Schwab Long-Term US Treasury ETF position peaked at $14.4M in Q3 2024.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.