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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

91 hedge funds and large institutions have $439M invested in Schwab Long-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
33
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.13M
2
NA
NewEdge Advisors
Louisiana
$4.84M
3
CFO
Collective Family Office
Pennsylvania
$3.44M
4
Ameriprise
Ameriprise
Minnesota
$2.82M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$79.3M
2
Osaic Holdings
Osaic Holdings
Arizona
$1.42M
3
TPI
Trust Point Inc
Wisconsin
$1.08M
4
BlackRock
BlackRock
New York
$35.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.78M +$808K +23,963 +41%
CCFM
27
Clear Creek Financial Management
Washington
$2.77M -$39.3K -1,164 -1%
SWA
28
Stratos Wealth Advisors
Ohio
$2.69M -$700K -20,743 -21%
CST
29
Charles Schwab Trust
Nevada
$2.12M +$681K +20,186 +47%
Prudential Financial
30
Prudential Financial
New Jersey
$1.77M -$107K -3,177 -6%
LNC
31
Lincoln National Corp
Pennsylvania
$1.75M +$1.01M +29,841 +135%
Morgan Stanley
32
Morgan Stanley
New York
$1.67M +$58.6K +1,737 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.42M -$6.36M -188,474 -82%
MA
34
Mutual Advisors
Nebraska
$1.42M +$356K +10,552 +34%
BMCM
35
Bryn Mawr Capital Management
Pennsylvania
$1.38M -$1.05M -31,098 -43%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.32M +$765K +22,678 +139%
FAM
37
Family Asset Management
South Carolina
$1.25M -$234K -6,930 -16%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.21M +$1.21M +35,812 New
Citadel Advisors
39
Citadel Advisors
Florida
$1.18M +$99.5K +2,951 +9%
AWA
40
Acorn Wealth Advisors
Michigan
$1.15M +$155K +4,593 +16%
GSWM
41
Greenup Street Wealth Management
Michigan
$1.15M +$297K +8,809 +35%
BCM
42
Barden Capital Management
Texas
$1.12M -$154K -4,554 -12%
TPI
43
Trust Point Inc
Wisconsin
$1.08M -$5.65M -167,595 -84%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$980K +$180K +5,343 +23%
VST
45
Van Strum & Towne
California
$915K -$40.5K -1,200 -4%
OWM
46
OneAscent Wealth Management
Alabama
$874K -$187K -5,529 -18%
CA
47
Claro Advisors
Massachusetts
$733K -$827K -24,526 -53%
PAG
48
Private Advisor Group
New Jersey
$629K +$629K +18,659 New
BCM
49
Brookstone Capital Management
Illinois
$618K -$162K -4,799 -21%
CAN
50
Cetera Advisor Networks
California
$613K -$11.9K -353 -2%
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