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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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$211K -$9.94K -284 -5%
TSS
77
Two Sigma Securities
New York
$205K +$205K +5,853 New
RWIA
78
Roger Wittlin Investment Advisory
California
$204K +$204K +5,842 New
BCM
79
Brookstone Capital Management
Illinois
$202K -$179K -5,112 -47%
Goldman Sachs
80
Goldman Sachs
New York
$201K +$201K +5,732 New
PCWA
81
Pacific Capital Wealth Advisors
California
$139K – – –
EWA
82
EverSource Wealth Advisors
Alabama
$132K +$132K +3,772 New
UBS Group
83
UBS Group
Switzerland
$125K +$125K +3,567 New
TIM
84
Tortoise Investment Management
New York
$125K +$91K +2,600 +271%
GM
85
GeoWealth Management
Illinois
$123K +$102K +2,928 +494%
ZRP
86
Zynergy Retirement Planning
New Jersey
$100K +$100K +2,868 New
BWL
87
Bogart Wealth LLC
Virginia
$73K +$27.5K +785 +60%
HI
88
Harbour Investments
Wisconsin
$46.5K +$46.4K +1,325 +26,500%
SWC
89
Spectrum Wealth Counsel
Indiana
$44.6K – – –
CPA
90
Cardiff Park Advisors
California
$39.9K – – –
BlackRock
91
BlackRock
New York
$32.3K +$4.27K +122 +15%
LFG
92
Larson Financial Group
Missouri
$28.1K +$280 +8 +1%
HWM
93
Horizons Wealth Management
North Carolina
$27.2K – – –
PPC
94
Park Place Capital
Alabama
$19.2K +$5.32K +152 +38%
RA
95
Rise Advisors
New York
$19.2K +$210 +6 +1%
GRP
96
Global Retirement Partners
California
$17K -$735 -21 -4%
LFA
97
LGT Financial Advisors
Texas
$12K +$4.41K +126 +58%
AssetMark Inc
98
AssetMark Inc
California
$10K +$10K +287 New
WSFS
99
Wilmington Savings Fund Society
Delaware
$6.72K +$6.72K +192 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$3.88K -$6.12K -175 -61%
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