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 Q2	$8.26M	Sell	263,799 -205,487	-44%	-$6.4M	﹤0.01%	2362
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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo's SCHQ Position: Q2 2026 in Review

Wells Fargo reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 44% in Q2 2026, selling an estimated $6.4M and leaving 263,799 shares worth $8.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Wells Fargo first reported a position in SCHQ in Q4 2023 and has held it in 5 quarters since. The position peaked at $14.7M in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Wells Fargo held 263,799 shares of Schwab Long-Term US Treasury ETF worth $8.26M as of Q2 2026.
Wells Fargo sold 205,487 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $6.4M.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2362 holding.
Wells Fargo first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and has held it in 5 quarters since.
Wells Fargo's Schwab Long-Term US Treasury ETF position peaked at $14.7M in Q1 2026.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.