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SCHQ

Schwab Long-Term US Treasury ETF

119 hedge funds and large institutions have $621M invested in Schwab Long-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $451M → $621M (+$170M)

7.99% more ownership

Funds ownership: 54.83%62.82% (+8%)

6% more funds holding

Funds holding: 112119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
56
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Attessa Capital
Arizona
$3.94M +$288K +8,905 +8%
KFS
27
Kaizen Financial Strategies
California
$3.83M -$382K -11,805 -9%
PFM
28
Professional Financial Management
Wisconsin
$3.04M +$3.1M +96,034 New
WWM
29
WT Wealth Management
Arizona
$3.02M +$55.1K +1,706 +2%
PWA
30
Principia Wealth Advisory
Texas
$2.81M +$1.23M +38,146 +76%
SF
31
Summit Financial
New Jersey
$2.79M +$188K +5,822 +7%
CFO
32
Collective Family Office
Pennsylvania
$2.67M +$242K +7,496 +10%
SFA
33
Sequoia Financial Advisors
Ohio
$2.66M +$831K +25,709 +44%
Bank of America
34
Bank of America
North Carolina
$2.6M -$467K -14,444 -15%
GGS
35
Galvin Gaustad & Stein
Arizona
$2.44M +$30K +928 +1%
SA
36
Sanctuary Advisors
Indiana
$2.28M +$1.11M +34,360 +92%
MWM
37
MFG Wealth Management
Indiana
$2.22M -$14.7K -454 -0.6%
CST
38
Charles Schwab Trust
Nevada
$2.18M +$32K +990 +1%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$2.16M
NP
40
NorthRock Partners
Minnesota
$2.08M +$1.17M +36,310 +124%
WA
41
Waverly Advisors
Alabama
$1.97M +$95.9K +2,967 +5%
MA
42
Mutual Advisors
Nebraska
$1.89M -$46.7K -1,444 -2%
I
43
INVST
Indiana
$1.66M +$826K +25,559 +95%
FA
44
Fermata Advisors
California
$1.66M +$440K +13,613 +35%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.63M +$573K +17,733 +53%
Raymond James Financial
46
Raymond James Financial
Florida
$1.46M -$10.5M -325,378 -88%
BCM
47
Barden Capital Management
Texas
$1.39M +$95.2K +2,945 +7%
FIA
48
Foundations Investment Advisors
Arizona
$1.39M +$164K +5,073 +13%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$821K +25,398 +172%
Jane Street
50
Jane Street
New York
$1.26M +$1.29M +39,813 New