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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

107 hedge funds and large institutions have $511M invested in Schwab Long-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
21
Increased
54
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.3M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$34.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.4M
4
WRPWM
Werba Rubin Papier Wealth Management
California
$7.52M
5
TIM
Total Investment Management
Arizona
$95.8M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.08M
2
NCM
Northwest Capital Management
Oregon
$3.43M
3
SC
Sykon Capital
New York
$0
4
Charles Schwab
Charles Schwab
California
$0
5
NA
NewEdge Advisors
Louisiana
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$907K +$282K +8,058 +45%
FAM
52
Family Asset Management
South Carolina
$904K +$418K +11,960 +86%
WAM
53
Worth Asset Management
Texas
$890K +$890K +25,446 New
RJA
54
Raymond James & Associates
Florida
$854K +$854K +24,405 New
TI
55
Tidal Investments
Wisconsin
$847K +$847K +24,277 New
PAG
56
Private Advisor Group
New Jersey
$741K -$157K -4,483 -17%
IWM
57
IHT Wealth Management
Illinois
$713K +$422K +12,035 +145%
Citadel Advisors
58
Citadel Advisors
Florida
$698K -$674K -19,254 -49%
I
59
INVST
Indiana
$645K +$241K +6,879 +60%
VA
60
Valmark Advisers
Ohio
$640K +$640K +18,280 New
CA
61
Claro Advisors
Massachusetts
$589K +$156K +4,472 +36%
IA
62
IFP Advisors
Florida
$573K +$214K +6,125 +60%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$569K +$223K +6,370 +64%
MFG
64
Merit Financial Group
Georgia
$562K +$39.4K +1,125 +8%
AWS
65
Atria Wealth Solutions
New York
$556K +$177K +5,072 +47%
RIA
66
Regal Investment Advisors
Michigan
$495K +$89.8K +2,566 +22%
CFD
67
Creative Financial Designs
Indiana
$472K +$263K +7,524 +126%
SWM
68
Silverlake Wealth Management
Vermont
$374K +$29.8K +851 +9%
EWA
69
Exencial Wealth Advisors
Oklahoma
$372K +$2.17K +62 +0.6%
HKIM
70
Hayek Kallen Investment Management
Alabama
$359K – – –
HF
71
HRT Financial
New York
$306K +$306K +8,747 New
MFG
72
Magnus Financial Group
New York
$305K +$81.9K +2,342 +37%
WFS
73
WealthGarden F.S.
California
$241K -$24.8K -709 -9%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$224K -$51.6K -1,475 -19%
NA
75
NewEdge Advisors
Louisiana
$221K -$3.96M -113,079 -95%
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