WIA
SCHQ

World Investment Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

World Investment Advisors’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 		$395K Sell
12,624
-23,079
-65% -$719K 0.01% 1064
2026
Q1 		$1.12M Buy
+35,703
New +$1.14M 0.02% 676

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

World Investment Advisors's SCHQ Position: Q2 2026 in Review

World Investment Advisors reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 65% in Q2 2026, selling an estimated $719K and leaving 12,624 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1064.

World Investment Advisors first reported a position in SCHQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • World Investment Advisors held 12,624 shares of Schwab Long-Term US Treasury ETF worth $395K as of Q2 2026.
  • World Investment Advisors sold 23,079 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $719K.
  • Schwab Long-Term US Treasury ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1064 holding.
  • World Investment Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's Schwab Long-Term US Treasury ETF position peaked at $1.12M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.