SCHQ icon

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 %
PPC
76
Park Place Capital
Alabama
$55.4K -$38.6K -1,145 -41%
SWC
77
Spectrum Wealth Counsel
Indiana
$47.6K – – –
BWL
78
Bogart Wealth LLC
Virginia
$43.8K – – –
CPA
79
Cardiff Park Advisors
California
$38.4K – – –
BlackRock
80
BlackRock
New York
$35.8K -$4.99M -148,046 -99%
TIM
81
Tortoise Investment Management
New York
$32.4K -$48.6K -1,440 -60%
HWM
82
Horizons Wealth Management
North Carolina
$27.3K – – –
SOS
83
Silver Oak Securities
Tennessee
$21.8K -$230K -6,822 -91%
TIM
84
Thompson Investment Management
Wisconsin
$18.1K – – –
PA
85
Pineridge Advisors
Missouri
$17.3K -$58.1K -1,722 -77%
LFA
86
LGT Financial Advisors
Texas
$11.8K -$1.82K -54 -13%
HI
87
Harbour Investments
Wisconsin
$3.2K +$3.2K +95 New
SIS
88
Sound Income Strategies
Florida
$2.13K -$114K -3,386 -98%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.72K +$1.72K +51 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$776 -$439 -13 -36%
FFA
91
Farther Finance Advisors
California
$66 -$67.9K -2,058 -100%
SMG
92
Smart Money Group
Texas
– -$1.76M -50,306 Closed
BAM
93
Belpointe Asset Management
Nevada
– -$765K -21,807 Closed
CL
94
Choreo LLC
Illinois
– -$474K -13,500 Closed
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
– -$324K -9,240 Closed
Comerica Bank
96
Comerica Bank
Texas
– -$184K -5,250 Closed
RFA
97
Resurgent Financial Advisors
Georgia
– -$121K -3,447 Closed
SA
98
Scarborough Advisors
Maryland
– -$106K -3,009 Closed
ASN
99
Advisory Services Network
Georgia
– -$104K -2,970 Closed
Wells Fargo
100
Wells Fargo
California
– -$19.9K -566 Closed
1 2 3
4
5