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SCHQ

Schwab Long-Term US Treasury ETF
SCHQ

112 hedge funds and large institutions have $451M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

5% more capital invested

Capital invested by funds: $429M → $451M (+$22.3M)

5% more funds holding

Funds holding: 107 → 112 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.66% less ownership

Funds ownership: 56.48% → 54.83% (-1.7%)

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
53
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWA
Carolina Wealth Advisors
South Carolina
+$17.6M
2
Goldman Sachs
Goldman Sachs
New York
+$11.4M
3
Morgan Stanley
Morgan Stanley
New York
+$8.47M
4
CLGM
Capitolis Liquid Global Markets
New York
+$4.44M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$12.4M
2
TI
Tidal Investments
Wisconsin
-$7.68M
3
Ameriprise
Ameriprise
Minnesota
-$4.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.11M
5
BCM
Birmingham Capital Management
Alabama
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WBH Advisory
Maryland
$2.82M +$52.7K +1,664 +2%
SF
27
Summit Financial
New Jersey
$2.65M +$2.6M +82,135 New
CFO
28
Collective Family Office
Pennsylvania
$2.48M +$21.3K +672 +0.9%
GGS
29
Galvin Gaustad & Stein
Arizona
$2.45M +$107K +3,388 +5%
MWM
30
MFG Wealth Management
Indiana
$2.28M +$2.23M +70,514 New
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$2.2M +$2.16M +68,200 New
CST
32
Charles Schwab Trust
Nevada
$2.19M +$216K +6,836 +11%
Citadel Advisors
33
Citadel Advisors
Florida
$2.02M +$1.51M +47,536 +315%
MA
34
Mutual Advisors
Nebraska
$2.01M +$87.8K +2,773 +5%
WA
35
Waverly Advisors
Alabama
$1.91M +$172K +5,432 +10%
SFA
36
Sequoia Financial Advisors
Ohio
$1.88M +$389K +12,290 +27%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.85M -$20.2K -638 -1%
KGP
38
Keystone Global Partners
Colorado
$1.64M -$616K -19,464 -28%
PWA
39
Principia Wealth Advisory
Texas
$1.63M +$1.47M +46,384 +1,122%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.51M -$3.25M -102,701 -69%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.46M +$282K +8,890 +24%
BCM
42
Barden Capital Management
Texas
$1.32M -$43.4K -1,371 -3%
FIA
43
Foundations Investment Advisors
Arizona
$1.25M +$79.1K +2,499 +7%
FA
44
Fermata Advisors
California
$1.25M +$33.6K +1,062 +3%
SA
45
Sanctuary Advisors
Indiana
$1.21M +$147K +4,629 +14%
VST
46
Van Strum & Towne
California
$1.21M +$74.4K +2,350 +7%
SF
47
Seek First
California
$1.09M +$5.26K +166 +0.5%
FA
48
Faithward Advisors
Pennsylvania
$1.09M -$12.4M -391,809 -92%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.09M -$125K -3,962 -11%
Wells Fargo
50
Wells Fargo
California
$1.02M +$1M +31,620 New
1
2
3 4 5

SCHQ Hedge Fund Activity: Q3 2025 in Review

112 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q3 2025, worth a combined $451M — up 5.2% from $429M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCHQ positions and 11 closed out — a net gain of 6 holders — while 53 added to existing stakes and 35 trimmed.

The largest buyer was Carolina Wealth Advisors, adding an estimated $17.6M. The largest seller was Faithward Advisors, cutting an estimated $12.4M.

  • 112 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q3 2025, up from 107 in Q2 2025.
  • Funds reported $451M of Schwab Long-Term US Treasury ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 17 funds opened new Schwab Long-Term US Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +6 holders.
  • The largest Schwab Long-Term US Treasury ETF buyer in Q3 2025 was Carolina Wealth Advisors, an estimated $17.6M added.
  • The largest Schwab Long-Term US Treasury ETF seller in Q3 2025 was Faithward Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2025.