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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
FTUS
51
Flow Traders U.S.
New York
$1.12M +$1.14M +35,376 New
VST
52
Van Strum & Towne
California
$1.1M -$86.5K -2,675 -7%
SF
53
Seek First
California
$1.09M +$27.2K +841 +2%
KGP
54
Keystone Global Partners
Colorado
$1.06M -$563K -17,412 -34%
RIA
55
Regal Investment Advisors
Michigan
$958K +$469K +14,508 +92%
AFA
56
Antonelli Financial Advisors
Michigan
$950K -$15.2K -471 -2%
FA
57
Faithward Advisors
Pennsylvania
$913K -$157K -4,842 -14%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$808K +$297K +9,186 +56%
SMG
59
Smart Money Group
Texas
$755K +$176K +5,457 +30%
GC
60
Granville Capital
North Carolina
$748K +$763K +23,601 New
SB
61
Strategic Blueprint
Georgia
$675K +$205K +6,344 +42%
IA
62
IFP Advisors
Florida
$668K -$8.99K -278 -1%
MFG
63
Magnus Financial Group
New York
$656K +$250K +7,746 +60%
SWM
64
Silverlake Wealth Management
Vermont
$654K +$318K +9,849 +91%
DF
65
Downshift Financial
Colorado
$654K +$666K +20,614 New
BCI
66
Brinker Capital Investments
Pennsylvania
$619K +$632K +19,536 New
Osaic Holdings
67
Osaic Holdings
Arizona
$605K -$844K -26,119 -58%
BMCM
68
Bryn Mawr Capital Management
Pennsylvania
$567K
SIP
69
Sellwood Investment Partners
Oregon
$567K
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$564K +$231K +7,143 +67%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$537K +$548K +16,955 New
MM
72
Meridian Management
Arkansas
$523K +$7.79K +241 +1%
EWA
73
Exencial Wealth Advisors
Oklahoma
$514K +$41.2K +1,275 +9%
TIM
74
Total Investment Management
Arizona
$463K -$91.5K -2,830 -16%
NCM
75
Northwest Capital Management
Oregon
$421K -$152K -4,713 -26%