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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

91 hedge funds and large institutions have $439M invested in Schwab Long-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
33
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.13M
2
NA
NewEdge Advisors
Louisiana
$4.84M
3
CFO
Collective Family Office
Pennsylvania
$3.44M
4
Ameriprise
Ameriprise
Minnesota
$2.82M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$79.3M
2
Osaic Holdings
Osaic Holdings
Arizona
$1.42M
3
TPI
Trust Point Inc
Wisconsin
$1.08M
4
BlackRock
BlackRock
New York
$35.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$608K -$269K -8,383 -31%
FFN
52
Focus Financial Network
Minnesota
$606K -$37.8K -1,190 -6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$578K +$578K +17,129 New
RIA
54
Regal Investment Advisors
Michigan
$532K +$532K +15,767 New
I
55
INVST
Indiana
$474K +$99.2K +3,002 +26%
Jane Street
56
Jane Street
New York
$422K +$188K +5,566 +80%
AWS
57
Atria Wealth Solutions
New York
$396K +$47.3K +1,402 +14%
TWM
58
TSA Wealth Management
Texas
$396K – – –
MFG
59
Magnus Financial Group
New York
$393K -$12.6K -373 -3%
EWA
60
Exencial Wealth Advisors
Oklahoma
$356K +$153K +4,544 +76%
HKIM
61
Hayek Kallen Investment Management
Alabama
$346K +$13.5K +400 +4%
SWM
62
Silverlake Wealth Management
Vermont
$335K +$15.7K +466 +5%
FIA
63
Foundations Investment Advisors
Arizona
$333K +$333K +9,858 New
Goldman Sachs
64
Goldman Sachs
New York
$318K -$126K -3,730 -28%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$308K +$308K +9,145 New
CA
66
Cetera Advisors
Colorado
$305K -$41.1K -1,218 -12%
RFN
67
RDA Financial Network
Iowa
$299K -$25.2K -747 -8%
IA
68
IFP Advisors
Florida
$291K +$167K +4,949 +135%
IWM
69
IHT Wealth Management
Illinois
$291K -$43.1K -1,278 -13%
SB
70
Strategic Blueprint
Georgia
$264K +$11.4K +338 +5%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$200K +$200K +5,930 New
CFD
72
Creative Financial Designs
Indiana
$199K +$80.1K +2,374 +67%
SAM
73
Smartleaf Asset Management
Massachusetts
$149K +$142K +4,220 +2,293%
PCWA
74
Pacific Capital Wealth Advisors
California
$134K – – –
GM
75
GeoWealth Management
Illinois
$115K -$2.97K -88 -3%
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