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SCHQ

Schwab Long-Term US Treasury ETF
SCHQ

92 hedge funds and large institutions have $434M invested in Schwab Long-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 91 → 92 (+1)

1% less capital invested

Capital invested by funds: $439M → $434M (-$5.35M)

5.24% less ownership

Funds ownership: 69.86% → 64.62% (-5.2%)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
29
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$12.6M
2
SC
Sykon Capital
New York
+$10.7M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.47M
4
LPL Financial
LPL Financial
California
+$3.18M
5
Ameriprise
Ameriprise
Minnesota
+$3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.25M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.8M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.51M
5
NCM
Northwest Capital Management
Oregon
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$511K +$186K +5,727 +58%
MFG
52
Merit Financial Group
Georgia
$490K -$129K -3,964 -21%
FAM
53
Family Asset Management
South Carolina
$455K -$751K -23,070 -62%
LCM
54
Leisure Capital Management
California
$432K +$429K +13,161 New
CA
55
Claro Advisors
Massachusetts
$406K -$306K -9,383 -43%
RIA
56
Regal Investment Advisors
Michigan
$380K -$137K -4,193 -27%
I
57
INVST
Indiana
$372K -$91K -2,794 -19%
BCM
58
Brookstone Capital Management
Illinois
$366K -$243K -7,452 -41%
AWS
59
Atria Wealth Solutions
New York
$355K -$29.7K -913 -8%
EWA
60
Exencial Wealth Advisors
Oklahoma
$347K +$749 +23 +0.2%
IA
61
IFP Advisors
Florida
$336K +$52.8K +1,621 +19%
HKIM
62
Hayek Kallen Investment Management
Alabama
$336K – – –
Bank of New York Mellon
63
Bank of New York Mellon
New York
$325K +$24.4K +748 +8%
SWM
64
Silverlake Wealth Management
Vermont
$322K -$3.91K -120 -1%
IWM
65
IHT Wealth Management
Illinois
$272K -$10.5K -323 -4%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$259K +$63.5K +1,950 +33%
WFS
67
WealthGarden F.S.
California
$250K +$248K +7,607 New
MFG
68
Magnus Financial Group
New York
$210K -$171K -5,254 -45%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$207K +$205K +6,311 New
CFD
70
Creative Financial Designs
Indiana
$196K +$2.12K +65 +1%
PCWA
71
Pacific Capital Wealth Advisors
California
$131K – – –
BWL
72
Bogart Wealth LLC
Virginia
$42.7K – – –
SWC
73
Spectrum Wealth Counsel
Indiana
$41.8K -$4.49K -138 -10%
CPA
74
Cardiff Park Advisors
California
$37.4K – – –
TIM
75
Tortoise Investment Management
New York
$31.5K – – –
1 2
3
4 5

SCHQ Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q2 2024, worth a combined $434M — down 1.2% from $439M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCHQ positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $12.6M. The largest seller was Envestnet Asset Management, cutting an estimated $12.6M.

  • 92 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $434M of Schwab Long-Term US Treasury ETF stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 13 funds opened new Schwab Long-Term US Treasury ETF positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Schwab Long-Term US Treasury ETF buyer in Q2 2024 was Mirae Asset Global Investments, an estimated $12.6M added.
  • The largest Schwab Long-Term US Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2024.