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SCHQ

Schwab Long-Term US Treasury ETF
SCHQ

103 hedge funds and large institutions have $575M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

65% more capital invested

Capital invested by funds: $349M → $575M (+$226M)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

12.68% more ownership

Funds ownership: 48.76% → 61.44% (+13%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% less funds holding

Funds holding: 104 → 103 (-1)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
21
Increased
39
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.2M
2
TI
Tidal Investments
Wisconsin
+$24.5M
3
LPL Financial
LPL Financial
California
+$24.3M
4
MML Investors Services
MML Investors Services
Massachusetts
+$24M
5
JP Morgan Chase
JP Morgan Chase
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.31M
2
SFO
Stokes Family Office
Louisiana
-$3.94M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.73M
4
Jane Street
Jane Street
New York
-$2.16M
5
PAS
Park Avenue Securities
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
26
Napa Wealth Management
California
$3.11M +$3.04M +94,863 New
FTUS
27
Flow Traders U.S.
New York
$3.1M +$2.39M +74,556 +374%
Bank of America
28
Bank of America
North Carolina
$2.99M +$389K +12,158 +15%
WWM
29
WT Wealth Management
Arizona
$2.86M -$506K -15,808 -15%
AC
30
Attessa Capital
Arizona
$2.78M +$356K +11,114 +15%
GGS
31
Galvin Gaustad & Stein
Arizona
$2.7M -$1.25M -39,118 -32%
CCFM
32
Clear Creek Financial Management
Washington
$2.41M -$46.2K -1,442 -2%
CST
33
Charles Schwab Trust
Nevada
$2.31M +$108K +3,360 +5%
CFO
34
Collective Family Office
Pennsylvania
$2.12M -$363K -11,344 -15%
MA
35
Mutual Advisors
Nebraska
$1.84M +$188K +5,878 +11%
SFA
36
Sequoia Financial Advisors
Ohio
$1.7M +$1.66M +51,917 New
KGP
37
Keystone Global Partners
Colorado
$1.6M +$1.57M +48,986 New
AWS
38
Atria Wealth Solutions
New York
$1.55M +$1.22M +37,981 +409%
BCM
39
Barden Capital Management
Texas
$1.42M +$40.3K +1,258 +3%
VST
40
Van Strum & Towne
California
$1.33M +$136K +4,250 +12%
I
41
INVST
Indiana
$1.27M +$952K +29,710 +333%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.25M +$359K +11,214 +42%
FA
43
Fermata Advisors
California
$1.22M -$165K -5,143 -12%
AFA
44
Antonelli Financial Advisors
Michigan
$1.19M -$116K -3,629 -9%
SA
45
Sanctuary Advisors
Indiana
$1.19M +$1.17M +36,396 New
FIA
46
Foundations Investment Advisors
Arizona
$1.09M +$81.7K +2,552 +8%
PWM
47
Prosperity Wealth Management
California
$1.08M +$197K +6,162 +23%
SF
48
Seek First
California
$1.07M +$1.05M +32,772 New
TPI
49
Trust Point Inc
Wisconsin
$1.02M -$39.1K -1,220 -4%
Citadel Advisors
50
Citadel Advisors
Florida
$971K -$459K -14,317 -33%
1
2
3 4 5

SCHQ Hedge Fund Activity: Q1 2025 in Review

103 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q1 2025, worth a combined $575M — up 65% from $349M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCHQ positions and 20 closed out — a net gain of 1 holder — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $95.2M. The largest seller was Goldman Sachs, cutting an estimated $4.31M.

  • 103 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q1 2025, down from 104 in Q4 2024.
  • Funds reported $575M of Schwab Long-Term US Treasury ETF stock for Q1 2025, up 65% quarter-over-quarter.
  • 21 funds opened new Schwab Long-Term US Treasury ETF positions in Q1 2025 and 20 closed out, a net change of +1 holder.
  • The largest Schwab Long-Term US Treasury ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $95.2M added.
  • The largest Schwab Long-Term US Treasury ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2025.