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SCHQ

Schwab Long-Term US Treasury ETF
SCHQ

103 hedge funds and large institutions have $575M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

65% more capital invested

Capital invested by funds: $349M → $575M (+$226M)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

12.68% more ownership

Funds ownership: 48.76% → 61.44% (+13%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% less funds holding

Funds holding: 104 → 103 (-1)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
21
Increased
39
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.2M
2
TI
Tidal Investments
Wisconsin
+$24.5M
3
LPL Financial
LPL Financial
California
+$24.3M
4
MML Investors Services
MML Investors Services
Massachusetts
+$24M
5
JP Morgan Chase
JP Morgan Chase
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.31M
2
SFO
Stokes Family Office
Louisiana
-$3.94M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.73M
4
Jane Street
Jane Street
New York
-$2.16M
5
PAS
Park Avenue Securities
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$214K +$210K +6,541 New
Fisher Asset Management
77
Fisher Asset Management
Washington
$212K -$371K -11,585 -64%
FIM
78
Freedom Investment Management
Connecticut
$207K +$202K +6,311 New
AAG
79
Armstrong Advisory Group
Massachusetts
$184K – – –
ACA
80
Aptus Capital Advisors
Alabama
$152K +$67.6K +2,110 +83%
TIM
81
Tortoise Investment Management
New York
$148K +$43.7K +1,365 +43%
FFA
82
Farther Finance Advisors
California
$140K +$137K +4,269 +213,450%
EWA
83
EverSource Wealth Advisors
Alabama
$124K – – –
CFD
84
Creative Financial Designs
Indiana
$94.9K -$339K -10,592 -79%
BlackRock
85
BlackRock
New York
$56.1K +$26.7K +833 +95%
BWL
86
Bogart Wealth LLC
Virginia
$42.6K – – –
VCM
87
Versant Capital Management
Arizona
$38K +$37.2K +1,161 New
CPA
88
Cardiff Park Advisors
California
$37.3K – – –
LFG
89
Larson Financial Group
Missouri
$26.9K +$192 +6 +0.7%
HWM
90
Horizons Wealth Management
North Carolina
$25.5K – – –
LFA
91
LGT Financial Advisors
Texas
$20.7K +$20.2K +632 New
MCM
92
MAI Capital Management
Ohio
$16K – – –
HI
93
Harbour Investments
Wisconsin
$11.6K -$31.2K -975 -73%
PPC
94
Park Place Capital
Alabama
$10.5K +$3.65K +114 +55%
IA
95
IFS Advisors
Kansas
$9.83K – – –
BFS
96
Bare Financial Services
Pennsylvania
$6.45K +$6.31K +197 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$2.48K -$96 -3 -4%
SIS
98
Sound Income Strategies
Florida
$2.06K – – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$1.77K +$1.73K +54 New
SAM
100
Smartleaf Asset Management
Massachusetts
$1.66K – – –
1 2 3
4
5

SCHQ Hedge Fund Activity: Q1 2025 in Review

103 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q1 2025, worth a combined $575M — up 65% from $349M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCHQ positions and 20 closed out — a net gain of 1 holder — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $95.2M. The largest seller was Goldman Sachs, cutting an estimated $4.31M.

  • 103 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q1 2025, down from 104 in Q4 2024.
  • Funds reported $575M of Schwab Long-Term US Treasury ETF stock for Q1 2025, up 65% quarter-over-quarter.
  • 21 funds opened new Schwab Long-Term US Treasury ETF positions in Q1 2025 and 20 closed out, a net change of +1 holder.
  • The largest Schwab Long-Term US Treasury ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $95.2M added.
  • The largest Schwab Long-Term US Treasury ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2025.