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SCHQ

Schwab Long-Term US Treasury ETF

119 hedge funds and large institutions have $621M invested in Schwab Long-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $451M → $621M (+$170M)

7.99% more ownership

Funds ownership: 54.83%62.82% (+8%)

6% more funds holding

Funds holding: 112119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
56
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$27K +$388 +12 +1%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$26K +$26.5K +821 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$25.3K +$17.9K +555 +229%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$25K -$3.91K -121 -13%
HWM
105
Horizons Wealth Management
North Carolina
$24.6K
SIS
106
Sound Income Strategies
Florida
$20.1K +$18.3K +567 +900%
SEP
107
Signature Equity Partners
Ohio
$19.6K +$19.9K +617 New
PTC
108
Private Trust Company
Ohio
$18.2K +$18.5K +573 New
PPC
109
Park Place Capital
Alabama
$11.6K +$3.27K +101 +38%
TCOV
110
Trust Company of Vermont
Vermont
$11.3K -$12.7K -392 -52%
UBS Group
111
UBS Group
Switzerland
$10.7K +$2.62K +81 +31%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$7.8K +$7.95K +246 New
MCM
113
MAI Capital Management
Ohio
$5.26K
AWM
114
AE Wealth Management
Kansas
$4.22K +$4.07K +126 +1,800%
CPG
115
Cornerstone Planning Group
New Jersey
$3.85K -$543K -16,784 -99%
AAG
116
Armstrong Advisory Group
Massachusetts
$2.22K
GRP
117
Global Retirement Partners
California
$824 -$14.5K -449 -95%
AssetMark Inc
118
AssetMark Inc
California
$571 +$582 +18 New
MWA
119
Medallion Wealth Advisors
Connecticut
$32 +$32 +1 New
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
-$5.92M -183,200 Closed
CLGM
121
Capitolis Liquid Global Markets
New York
-$4.53M -140,300 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$2.02M -62,636 Closed
CCFM
123
Clear Creek Financial Management
Washington
-$917K -28,387 Closed
TPI
124
Trust Point Inc
Wisconsin
-$712K -22,037 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$711K -22,014 Closed