Schwab Long-Term US Treasury ETF
SCHQ
92 hedge funds and large institutions have $434M invested in Schwab Long-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 10 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
1% more funds holding
Funds holding: 91 → 92 (+1)
1% less capital invested
Capital invested by funds: $439M → $434M (-$5.35M)
5.24% less ownership
Funds ownership: 69.86% → 64.62% (-5.2%)
31% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$12.6M |
| 2 |
SC
Sykon Capital
Harrison,
New York
|
+$10.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.47M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.6M |
| 2 |
JP Morgan Chase
New York
|
-$3.25M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.8M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.51M |
| 5 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
-$2.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
101
Pineridge Advisors
St. Charles,
Missouri
| – | -$17.3K | -513 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.72K | -51 | Closed |
|
SCHQ Hedge Fund Activity: Q2 2024 in Review
92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q2 2024, worth a combined $434M — down 1.2% from $439M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHQ positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 42 trimmed.
The largest buyer was Mirae Asset Global Investments, adding an estimated $12.6M. The largest seller was Envestnet Asset Management, cutting an estimated $12.6M.
- 92 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q2 2024, up from 91 in Q1 2024.
- Funds reported $434M of Schwab Long-Term US Treasury ETF stock for Q2 2024, down 1.2% quarter-over-quarter.
- 13 funds opened new Schwab Long-Term US Treasury ETF positions in Q2 2024 and 10 closed out, a net change of +3 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q2 2024 was Mirae Asset Global Investments, an estimated $12.6M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2024.