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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

107 hedge funds and large institutions have $511M invested in Schwab Long-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
21
Increased
54
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$13.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9M
4
WRPWM
Werba Rubin Papier Wealth Management
California
+$7.52M
5
TIM
Total Investment Management
Arizona
+$6.21M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.2M
2
NCM
Northwest Capital Management
Oregon
-$11.8M
3
SC
Sykon Capital
New York
-$10.8M
4
Charles Schwab
Charles Schwab
California
-$10.3M
5
NA
NewEdge Advisors
Louisiana
-$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Northwest Capital Management
Oregon
$3.43M -$11.8M -336,762 -77%
CFGS
27
Concourse Financial Group Securities
Alabama
$3.25M +$463K +13,239 +17%
TC
28
TAP Consulting
Missouri
$2.85M +$153K +4,383 +6%
CCFM
29
Clear Creek Financial Management
Washington
$2.79M -$32.4K -926 -1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.71M +$624K +17,828 +30%
CST
31
Charles Schwab Trust
Nevada
$2.52M +$930K +26,590 +58%
SWA
32
Stratos Wealth Advisors
Ohio
$2.37M +$33.1K +947 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.36M +$53.6K +1,532 +2%
WA
34
WBH Advisory
Maryland
$2.36M +$323K +9,228 +16%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.08M -$12.2M -347,341 -85%
FTUS
36
Flow Traders U.S.
New York
$1.72M -$1.31M -37,295 -43%
Prudential Financial
37
Prudential Financial
New Jersey
$1.64M +$312K +8,913 +23%
MA
38
Mutual Advisors
Nebraska
$1.61M +$208K +6,255 +15%
BCM
39
Barden Capital Management
Texas
$1.39M +$150K +4,283 +12%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.13M +$101K +2,895 +10%
GSWM
41
Greenup Street Wealth Management
Michigan
$1.12M +$182K +5,210 +19%
PWM
42
Prosperity Wealth Management
California
$1.09M +$1.09M +31,215 New
VST
43
Van Strum & Towne
California
$1.08M +$73.8K +2,110 +7%
SOS
44
Silver Oak Securities
Tennessee
$1.07M +$1.05M +29,826 +4,316%
BMCM
45
Bryn Mawr Capital Management
Pennsylvania
$1.06M -$61K -1,743 -5%
TPI
46
Trust Point Inc
Wisconsin
$1.06M -$24.8K -710 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.06M +$367K +10,493 +53%
Morgan Stanley
48
Morgan Stanley
New York
$971K -$728K -20,815 -43%
Jane Street
49
Jane Street
New York
$922K +$67.3K +1,923 +8%
FIA
50
Foundations Investment Advisors
Arizona
$916K +$370K +10,581 +68%
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