WNY Asset Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

WNY Asset Management’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
2025 Q3	$313K	Buy	+9,677	New	+$306K	0.03%	191

Other funds holding SCHQ

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

WNY Asset Management's SCHQ Position: Q3 2025 in Review

WNY Asset Management opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025: 9,677 shares worth $313K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings.

112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

WNY Asset Management held 9,677 shares of Schwab Long-Term US Treasury ETF worth $313K as of Q3 2025.
Schwab Long-Term US Treasury ETF was a new WNY Asset Management position in Q3 2025.
Schwab Long-Term US Treasury ETF made up 0.03% of WNY Asset Management's portfolio in Q3 2025, its #191 holding.
112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on WNY Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.