Schwab Long-Term US Treasury ETF
SCHQ
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.
3% less funds holding
Funds holding: 94 → 91 (-3)
6% less capital invested
Capital invested by funds: $469M → $439M (-$29.6M)
6.46% less ownership
Funds ownership: 76.32% → 69.86% (-6.5%)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
20% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 41
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$7.12M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.37M |
| 3 |
CFO
Collective Family Office
York,
Pennsylvania
|
+$2.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.77M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.51M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.35M |
| 3 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$5.65M |
| 4 |
BlackRock
New York
|
-$4.99M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.05M |
SCHQ Hedge Fund Activity: Q1 2024 in Review
91 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q1 2024, worth a combined $439M — down 6.3% from $469M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SCHQ and 10 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 33 added.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $7.12M. The largest seller was Bank of America, cutting an estimated $9.51M.
- 91 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q1 2024, down from 94 in Q4 2023.
- Funds reported $439M of Schwab Long-Term US Treasury ETF stock for Q1 2024, down 6.3% quarter-over-quarter.
- 10 funds opened new Schwab Long-Term US Treasury ETF positions in Q1 2024 and 12 closed out, a net change of -2 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q1 2024 was Mirae Asset Global Investments, an estimated $7.12M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q1 2024 was Bank of America, an estimated $9.51M sold.
Based on aggregated 13F filings for Q1 2024.