WFS
SCHQ

WealthGarden F.S.’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

WealthGarden F.S.’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 		– Sell
-9,648
Closed -$303K – 191
2026
Q1 		$303K Buy
9,648
+1,520
+19% +$48.5K 0.21% 124
2025
Q4 		$260K Buy
8,128
+930
+13% +$30.1K 0.17% 132
2025
Q3 		$237K Sell
7,198
-385
-5% -$12.2K 0.17% 137
2025
Q2 		$239K Sell
7,583
-3,858
-34% -$122K 0.2% 120
2025
Q1 		$375K Buy
+11,441
New +$366K 0.36% 84
2024
Q4 		– Sell
-6,898
Closed -$241K – 129
2024
Q3 		$241K Sell
6,898
-709
-9% -$24.4K 0.23% 107
2024
Q2 		$250K Buy
+7,607
New +$248K 0.26% 99

Other funds holding SCHQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

WealthGarden F.S.'s SCHQ Position: Q2 2026 in Review

WealthGarden F.S. sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 9,648 shares — an estimated $303K sold.

WealthGarden F.S. first reported a position in SCHQ in Q2 2024 and held it in 7 quarters. The position peaked at $375K in Q1 2025. 39 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • WealthGarden F.S. reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • WealthGarden F.S. sold 9,648 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $303K.
  • WealthGarden F.S. first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and held it in 7 quarters.
  • WealthGarden F.S.'s Schwab Long-Term US Treasury ETF position peaked at $375K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.