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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

102 hedge funds and large institutions have $422M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
32
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$6.33M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.77M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$3.12M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$44.3M
5
Jane Street
5
Jane Street
New York
$2.23M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$556K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$100M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.18M
4
PS
4
Principal Securities
Iowa
$94.6K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WBH Advisory
Maryland
$2.73M 85,591 -27,844 -25%
CFO
27
Collective Family Office
Pennsylvania
$2.43M 76,129 +11,325 +17%
GGS
28
Galvin Gaustad & Stein
Arizona
$2.31M 72,514 -9,807 -12%
KGP
29
Keystone Global Partners
Colorado
$2.24M 70,351 +21,365 +44%
Jane Street
30
Jane Street
New York
$2.23M 69,909 +69,909 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$2.01M 63,022 +63,022 New
CST
32
Charles Schwab Trust
Nevada
$1.95M 61,006 -9,499 -13%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$1.85M 57,972 -81,899 -59%
MA
34
Mutual Advisors
Nebraska
$1.83M 58,344 +965 +2%
CCFM
35
Clear Creek Financial Management
Washington
$1.76M 55,315 -18,341 -25%
WA
36
Waverly Advisors
Alabama
$1.72M 53,814 +53,814 New
SFA
37
Sequoia Financial Advisors
Ohio
$1.46M 45,781 -6,136 -12%
BCM
38
Barden Capital Management
Texas
$1.35M 42,279 -1,211 -3%
AFA
39
Antonelli Financial Advisors
Michigan
$1.23M 38,663 +2,236 +6%
FA
40
Fermata Advisors
California
$1.2M 37,628 +527 +1%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.18M 37,647 -200,242 -84%
PWM
42
Prosperity Wealth Management
California
$1.16M 36,432 +3,462 +11%
FIA
43
Foundations Investment Advisors
Arizona
$1.16M 36,272 +2,916 +9%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.14M 35,841 -2,314 -6%
VST
45
Van Strum & Towne
California
$1.12M 35,006 -5,550 -14%
SF
46
Seek First
California
$1.07M 33,532 +760 +2%
TPI
47
Trust Point Inc
Wisconsin
$1.01M 31,744 +497 +2%
SOS
48
Silver Oak Securities
Tennessee
$986K 30,923 +1,274 +4%
CWA
49
Carolina Wealth Advisors
South Carolina
$941K 29,497 +29,497 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$875K 27,447 +27,447 New
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