Schwab Long-Term US Treasury ETF
SCHQ
104 hedge funds and large institutions have $349M invested in Schwab Long-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
3% less funds holding
Funds holding: 107 → 104 (-3)
7.92% less ownership
Funds ownership: 56.68% → 48.76% (-7.9%)
32% less capital invested
Capital invested by funds: $511M → $349M (-$162M)
35% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$7.77M |
| 2 |
Goldman Sachs
New York
|
+$7.39M |
| 3 |
Morgan Stanley
New York
|
+$6.01M |
| 4 |
BCM
Birmingham Capital Management
Birmingham,
Alabama
|
+$4.88M |
| 5 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$75.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.1M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$11.9M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.94M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.85M |
SCHQ Hedge Fund Activity: Q4 2024 in Review
104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q4 2024, worth a combined $349M — down 32% from $511M a quarter earlier.
Fund positioning in SCHQ was balanced in Q4 2024: 21 funds opened new positions, 21 closed out, 28 added to existing stakes and 43 trimmed.
The largest buyer was Mirae Asset Global Investments, adding an estimated $7.77M. The largest seller was Bank of America, cutting an estimated $75.3M.
- 104 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q4 2024, down from 107 in Q3 2024.
- Funds reported $349M of Schwab Long-Term US Treasury ETF stock for Q4 2024, down 32% quarter-over-quarter.
- 21 funds opened new Schwab Long-Term US Treasury ETF positions in Q4 2024 and 21 closed out, a net change of 0 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q4 2024 was Mirae Asset Global Investments, an estimated $7.77M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q4 2024 was Bank of America, an estimated $75.3M sold.
Based on aggregated 13F filings for Q4 2024.