Wells Fargo
SCHQ

Wells Fargo’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Wells Fargo’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 		$14.7M Buy
469,286
+131,396
+39% +$4.19M ﹤0.01% 1729
2025
Q4 		$10.7M Buy
337,890
+306,270
+969% +$9.9M ﹤0.01% 1972
2025
Q3 		$1.02M Buy
+31,620
New +$1M ﹤0.01% 3803
2024
Q1 		– Sell
-566
Closed -$19.9K – 7682
2023
Q4 		$19.9K Buy
+566
New +$18.2K ﹤0.01% 5640

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 $67.7B AUM 51.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo's SCHQ Position: Q1 2026 in Review

Wells Fargo increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 39% in Q1 2026, buying an estimated $4.19M and bringing the position to 469,286 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Wells Fargo first reported a position in SCHQ in Q4 2023 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Wells Fargo held 469,286 shares of Schwab Long-Term US Treasury ETF worth $14.7M as of Q1 2026.
  • Wells Fargo bought 131,396 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $4.19M.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1729 holding.
  • Wells Fargo first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.