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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

104 hedge funds and large institutions have $349M invested in Schwab Long-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
28
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.4M
2
Goldman Sachs
Goldman Sachs
New York
$7.22M
3
Morgan Stanley
Morgan Stanley
New York
$6.61M
4
BCM
Birmingham Capital Management
Alabama
$4.65M
5
LAM
L2 Asset Management
Massachusetts
$4.46M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.49M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.1M
3
SWA
SFMG Wealth Advisors
Texas
$8.63M
4
MML Investors Services
MML Investors Services
Massachusetts
$6.79M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$3.12M -$2.62M -83,486 -46%
TC
27
TAP Consulting
Missouri
$2.68M +$121K +3,865 +5%
Bank of America
28
Bank of America
North Carolina
$2.49M -$71.8M -2,285,016 -97%
CFO
29
Collective Family Office
Pennsylvania
$2.39M -$1.05M -33,382 -30%
CCFM
30
Clear Creek Financial Management
Washington
$2.36M -$143K -4,558 -6%
AC
31
Attessa Capital
Arizona
$2.32M +$2.32M +73,811 New
Jane Street
32
Jane Street
New York
$2.16M +$1.33M +42,310 +161%
CST
33
Charles Schwab Trust
Nevada
$2.11M -$156K -4,976 -7%
CFGS
34
Concourse Financial Group Securities
Alabama
$1.75M -$1.17M -37,197 -40%
MA
35
Mutual Advisors
Nebraska
$1.61M +$89.9K +2,868 +6%
NCM
36
Northwest Capital Management
Oregon
$1.54M -$1.55M -49,192 -50%
PAS
37
Park Avenue Securities
New York
$1.47M -$1.98M -62,932 -57%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$433K -13,762 -23%
Citadel Advisors
39
Citadel Advisors
Florida
$1.38M +$755K +24,009 +120%
FA
40
Fermata Advisors
California
$1.33M +$1.33M +42,244 New
BCM
41
Barden Capital Management
Texas
$1.33M +$82.9K +2,637 +7%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.32M -$1.12M -35,476 -46%
WA
43
WBH Advisory
Maryland
$1.26M -$853K -27,155 -40%
AFA
44
Antonelli Financial Advisors
Michigan
$1.26M +$1.26M +40,056 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.18M +$1.18M +37,400 New
VST
46
Van Strum & Towne
California
$1.14M +$168K +5,350 +17%
SOS
47
Silver Oak Securities
Tennessee
$1.12M +$158K +5,003 +16%
SWA
48
Stratos Wealth Advisors
Ohio
$1.12M -$1.01M -32,173 -48%
TPI
49
Trust Point Inc
Wisconsin
$1.02M +$71.8K +2,284 +8%
FIA
50
Foundations Investment Advisors
Arizona
$968K +$146K +4,638 +18%
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