Schwab Long-Term US Treasury ETF
SCHQ
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.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
125% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 24
18% more capital invested
Capital invested by funds: $434M → $511M (+$77.2M)
16% more funds holding
Funds holding: 92 → 107 (+15)
7.94% less ownership
Funds ownership: 64.62% → 56.68% (-7.9%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.4M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$13.5M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.84M |
| 4 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
+$7.39M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$11.9M |
| 2 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
-$11.6M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
-$10.8M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$10.3M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.89M |
SCHQ Hedge Fund Activity: Q3 2024 in Review
107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q3 2024, worth a combined $511M — up 18% from $434M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHQ positions and 6 closed out — a net gain of 15 holders — while 54 added to existing stakes and 24 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $19.4M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $11.9M.
- 107 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q3 2024, up from 92 in Q2 2024.
- Funds reported $511M of Schwab Long-Term US Treasury ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 21 funds opened new Schwab Long-Term US Treasury ETF positions in Q3 2024 and 6 closed out, a net change of +15 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $19.4M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2024.