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SCHQ

Schwab Long-Term US Treasury ETF
SCHQ

112 hedge funds and large institutions have $451M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

5% more capital invested

Capital invested by funds: $429M → $451M (+$22.3M)

5% more funds holding

Funds holding: 107 → 112 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.66% less ownership

Funds ownership: 56.48% → 54.83% (-1.7%)

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
53
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWA
Carolina Wealth Advisors
South Carolina
+$17.6M
2
Goldman Sachs
Goldman Sachs
New York
+$11.4M
3
Morgan Stanley
Morgan Stanley
New York
+$8.47M
4
CLGM
Capitolis Liquid Global Markets
New York
+$4.44M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$12.4M
2
TI
Tidal Investments
Wisconsin
-$7.68M
3
Ameriprise
Ameriprise
Minnesota
-$4.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.11M
5
BCM
Birmingham Capital Management
Alabama
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
101
Horizons Wealth Management
North Carolina
$25.1K – – –
TCOV
102
Trust Company of Vermont
Vermont
$24.1K +$11.9K +375 +101%
GRP
103
Global Retirement Partners
California
$15.3K +$317 +10 +2%
PPC
104
Park Place Capital
Alabama
$8.59K -$19.6K -620 -70%
UBS Group
105
UBS Group
Switzerland
$8.34K +$8.17K +258 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$7.81K +$4.59K +145 +149%
MCM
107
MAI Capital Management
Ohio
$5.36K – – –
HI
108
Harbour Investments
Wisconsin
$4.85K -$6.49K -205 -58%
AAG
109
Armstrong Advisory Group
Massachusetts
$2.26K – – –
SIS
110
Sound Income Strategies
Florida
$2.03K – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$335 +$317 +10 New
AWM
112
AE Wealth Management
Kansas
$226 – – –
BCM
113
Birmingham Capital Management
Alabama
– -$3.81M -119,550 Closed
Jane Street
114
Jane Street
New York
– -$2.23M -69,909 Closed
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
– -$2.01M -63,022 Closed
PWM
116
Prosperity Wealth Management
California
– -$1.16M -36,432 Closed
SOS
117
Silver Oak Securities
Tennessee
– -$986K -30,923 Closed
HF
118
HRT Financial
New York
– -$774K -24,298 Closed
IWM
119
IHT Wealth Management
Illinois
– -$540K -16,933 Closed
MFG
120
Merit Financial Group
Georgia
– -$298K -9,351 Closed
BCM
121
Brookstone Capital Management
Illinois
– -$222K -6,975 Closed
BWL
122
Bogart Wealth LLC
Virginia
– -$41.5K -1,300 Closed
TPWA
123
Twin Peaks Wealth Advisors
California
– -$11.7K -372 Closed
1 2 3 4
5

SCHQ Hedge Fund Activity: Q3 2025 in Review

112 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q3 2025, worth a combined $451M — up 5.2% from $429M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCHQ positions and 11 closed out — a net gain of 6 holders — while 53 added to existing stakes and 35 trimmed.

The largest buyer was Carolina Wealth Advisors, adding an estimated $17.6M. The largest seller was Faithward Advisors, cutting an estimated $12.4M.

  • 112 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q3 2025, up from 107 in Q2 2025.
  • Funds reported $451M of Schwab Long-Term US Treasury ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 17 funds opened new Schwab Long-Term US Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +6 holders.
  • The largest Schwab Long-Term US Treasury ETF buyer in Q3 2025 was Carolina Wealth Advisors, an estimated $17.6M added.
  • The largest Schwab Long-Term US Treasury ETF seller in Q3 2025 was Faithward Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2025.