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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

59 hedge funds and large institutions have $312M invested in Schwab Long-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
27
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
TIM
2
Total Investment Management
Arizona
$77M
3
SWA
3
SFMG Wealth Advisors
Texas
$21.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.88M

Top Sellers

1
FA
1
Faithward Advisors
Pennsylvania
$16.8M
2
NCMW
2
Northern Capital Management (Washington)
Washington
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
SOS
4
Silver Oak Securities
Tennessee
$224K
5
Jane Street
5
Jane Street
New York
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.52M +$705K +22,259 +87%
WA
27
WBH Advisory
Maryland
$1.49M -$919 -29 -0.1%
NA
28
NewEdge Advisors
Louisiana
$1.38M +$1.37M +43,322 +15,811%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.33M +$1.08M +33,955 +420%
PAS
30
Park Avenue Securities
New York
$1.25M +$296K +9,339 +31%
BCM
31
Barden Capital Management
Texas
$1.2M +$303K +9,568 +34%
CST
32
Charles Schwab Trust
Nevada
$1.17M +$166K +5,233 +17%
FAM
33
Family Asset Management
South Carolina
$1.04M +$83.1K +2,622 +9%
VST
34
Van Strum & Towne
California
$897K +$18.2K +575 +2%
AWA
35
Acorn Wealth Advisors
Michigan
$874K +$874K +27,590 New
GSWM
36
Greenup Street Wealth Management
Michigan
$749K +$749K +23,649 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$748K -$134K -4,218 -15%
BAM
38
Belpointe Asset Management
Nevada
$732K -$15.1K -476 -2%
ACM
39
Avalon Capital Management
California
$673K -$1.48M -46,718 -69%
MA
40
Mutual Advisors
Nebraska
$638K +$17.9K +564 +3%
FFN
41
Focus Financial Network
Minnesota
$629K -$17.5K -553 -3%
CA
42
Claro Advisors
Massachusetts
$600K +$175K +5,531 +41%
Prudential Financial
43
Prudential Financial
New Jersey
$581K +$581K +18,340 New
Goldman Sachs
44
Goldman Sachs
New York
$310K +$310K +9,786 New
HKIM
45
Hayek Kallen Investment Management
Alabama
$296K +$296K +9,350 New
SWM
46
SeaCrest Wealth Management
New York
$292K +$85.8K +2,708 +42%
CA
47
Cetera Advisors
Colorado
$267K +$267K +8,415 New
SOS
48
Silver Oak Securities
Tennessee
$224K -$2.48M -78,284 -92%
RFA
49
Resurgent Financial Advisors
Georgia
$60.3K +$60.3K +1,902 New
Morgan Stanley
50
Morgan Stanley
New York
$55.3K +$52.1K +1,644 +1,644%
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