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 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 $67.7B AUM 51.91% 1-Year Est. Return

CWA

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

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

WT Wealth Management's SCHQ Position: Q2 2026 in Review

WT Wealth Management increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 14% in Q2 2026, buying an estimated $396K and bringing the position to 103,757 shares worth $3.25M. The position accounts for 0.9% of the portfolio, ranked #29.

WT Wealth Management first reported a position in SCHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.45M in Q3 2024. 29 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

WT Wealth Management held 103,757 shares of Schwab Long-Term US Treasury ETF worth $3.25M as of Q2 2026.
WT Wealth Management bought 12,705 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $396K.
Schwab Long-Term US Treasury ETF made up 0.9% of WT Wealth Management's portfolio in Q2 2026, its #29 holding.
WT Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
WT Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $3.45M in Q3 2024.
29 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.