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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

104 hedge funds and large institutions have $349M invested in Schwab Long-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
28
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$38.4M
2
Goldman Sachs
Goldman Sachs
New York
$7.22M
3
Morgan Stanley
Morgan Stanley
New York
$6.61M
4
BCM
Birmingham Capital Management
Alabama
$4.65M
5
LAM
L2 Asset Management
Massachusetts
$4.46M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.49M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.1M
3
SWA
SFMG Wealth Advisors
Texas
$8.63M
4
MML Investors Services
MML Investors Services
Massachusetts
$6.79M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
51
Quadrature Capital
United Kingdom
$898K +$898K +28,513 New
EWA
52
EQ Wealth Advisors
Texas
$895K +$895K +28,489 New
Osaic Holdings
53
Osaic Holdings
Arizona
$847K -$1.28M -40,631 -60%
PWM
54
Prosperity Wealth Management
California
$843K -$139K -4,407 -14%
BCM
55
Brookstone Capital Management
Illinois
$835K +$654K +20,797 +361%
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$809K -$143K -4,563 -15%
PAG
57
Private Advisor Group
New Jersey
$773K +$108K +3,433 +16%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$761K -$188K -5,982 -20%
IA
59
IFP Advisors
Florida
$640K +$125K +3,985 +24%
FTUS
60
Flow Traders U.S.
New York
$626K -$922K -29,338 -60%
Fisher Asset Management
61
Fisher Asset Management
Washington
$568K +$568K +18,069 New
FFN
62
Focus Financial Network
Minnesota
$558K -$257K -8,167 -32%
SIP
63
Sellwood Investment Partners
Oregon
$469K +$469K +14,914 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$467K -$551K -17,528 -54%
BI
65
Bolthouse Investments
California
$457K +$457K +14,541 New
VA
66
Valmark Advisers
Ohio
$441K -$133K -4,242 -23%
CFD
67
Creative Financial Designs
Indiana
$424K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$372K +$372K +11,821 New
MFG
69
Merit Financial Group
Georgia
$346K -$159K -5,060 -31%
HKIM
70
Hayek Kallen Investment Management
Alabama
$322K – – –
IWM
71
IHT Wealth Management
Illinois
$320K -$319K -10,138 -50%
AWS
72
Atria Wealth Solutions
New York
$292K -$208K -6,613 -42%
I
73
INVST
Indiana
$281K -$299K -9,503 -52%
EWA
74
Exencial Wealth Advisors
Oklahoma
$259K -$74.8K -2,381 -22%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$241K +$39.8K +1,266 +20%
1 2
3
4 5