WT Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

WT Wealth 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
2026 Q3	–	Sell	-103,757	Closed	-$3.25M	–	164
2026 Q2	$3.25M	Buy	103,757 +12,705	+14%	+$396K	0.9%	29
2026 Q1	$2.86M	Sell	91,052 -4,145	-4%	-$132K	0.85%	32
2025 Q4	$3.02M	Buy	95,197 +1,706	+2%	+$55.1K	0.87%	36
2025 Q3	$3.02M	Buy	93,491 +2,203	+2%	+$69.8K	0.87%	31
2025 Q2	$2.91M	Buy	91,288 +3,900	+4%	+$123K	0.86%	34
2025 Q1	$2.86M	Sell	87,388 -15,808	-15%	-$506K	0.93%	34
2024 Q4	$3.24M	Buy	103,196 +593	+0.6%	+$19.5K	1.02%	29
2024 Q3	$3.45M	Buy	+102,603	New	+$3.53M	1.1%	29

Other funds holding SCHQ

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

WT Wealth Management's SCHQ Position: Q3 2026 in Review

WT Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026, closing a stake of 103,757 shares — an estimated $3.25M sold.

WT Wealth Management first reported a position in SCHQ in Q3 2024 and held it in 8 quarters. The position peaked at $3.45M in Q3 2024. 58 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

WT Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
WT Wealth Management sold 103,757 Schwab Long-Term US Treasury ETF shares in Q3 2026, an estimated $3.25M.
WT Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and held it in 8 quarters.
WT Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $3.45M in Q3 2024.
58 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.