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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

102 hedge funds and large institutions have $574M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
39
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.3M
2
TI
Tidal Investments
Wisconsin
+$25M
3
LPL Financial
LPL Financial
California
+$24.8M
4
MML Investors Services
MML Investors Services
Massachusetts
+$24.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.41M
2
SFO
Stokes Family Office
Louisiana
-$4.03M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.79M
4
Jane Street
Jane Street
New York
-$2.16M
5
PAS
Park Avenue Securities
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
Napa Wealth Management
California
$3.11M +$3.11M +94,863 New
FTUS
27
Flow Traders U.S.
New York
$3.1M +$2.44M +74,556 +374%
Bank of America
28
Bank of America
North Carolina
$2.99M +$398K +12,158 +15%
WWM
29
WT Wealth Management
Arizona
$2.86M -$518K -15,808 -15%
AC
30
Attessa Capital
Arizona
$2.78M +$364K +11,114 +15%
GGS
31
Galvin Gaustad & Stein
Arizona
$2.7M -$1.28M -39,118 -32%
CCFM
32
Clear Creek Financial Management
Washington
$2.41M -$47.2K -1,442 -2%
CST
33
Charles Schwab Trust
Nevada
$2.31M +$110K +3,360 +5%
CFO
34
Collective Family Office
Pennsylvania
$2.12M -$372K -11,344 -15%
MA
35
Mutual Advisors
Nebraska
$1.84M +$189K +5,878 +11%
SFA
36
Sequoia Financial Advisors
Ohio
$1.7M +$1.7M +51,917 New
KGP
37
Keystone Global Partners
Colorado
$1.6M +$1.6M +48,986 New
AWS
38
Atria Wealth Solutions
New York
$1.55M +$1.24M +37,981 +409%
BCM
39
Barden Capital Management
Texas
$1.42M +$41.2K +1,258 +3%
VST
40
Van Strum & Towne
California
$1.33M +$139K +4,250 +12%
I
41
INVST
Indiana
$1.27M +$973K +29,710 +333%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.25M +$367K +11,214 +42%
FA
43
Fermata Advisors
California
$1.22M -$168K -5,143 -12%
AFA
44
Antonelli Financial Advisors
Michigan
$1.19M -$119K -3,629 -9%
FIA
45
Foundations Investment Advisors
Arizona
$1.09M +$83.6K +2,552 +8%
PWM
46
Prosperity Wealth Management
California
$1.08M +$202K +6,162 +23%
SF
47
Seek First
California
$1.07M +$1.07M +32,772 New
TPI
48
Trust Point Inc
Wisconsin
$1.02M -$40K -1,220 -4%
Citadel Advisors
49
Citadel Advisors
Florida
$971K -$469K -14,317 -33%
NCM
50
Northwest Capital Management
Oregon
$971K -$632K -19,286 -39%
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