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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

24 hedge funds and large institutions have $125M invested in Schwab Long-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
7
Increased
5
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$30.3M
2
FA
2
Faithward Advisors
Pennsylvania
$30M
3
ACM
3
Avalon Capital Management
California
$25.3M
4
SFO
4
Stokes Family Office
Louisiana
$7.39M
5
SCM
5
SevenOneSeven Capital Management
Pennsylvania
$2.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.1M
2
IMC Chicago
2
IMC Chicago
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$219K
4
Citadel Advisors
4
Citadel Advisors
Florida
$530K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$30.3M 859,253 +859,253 New
FA
2
Faithward Advisors
Pennsylvania
$30M 850,189 +850,189 New
ACM
3
Avalon Capital Management
California
$25.3M 719,061 +719,061 New
Charles Schwab
4
Charles Schwab
California
$11.7M 333,241 +4,751 +1%
NCM
5
Northwest Capital Management
Oregon
$8.26M 234,297 -15,474 -6%
SFO
6
Stokes Family Office
Louisiana
$7.39M 209,633 +89,087 +74%
SCM
7
SevenOneSeven Capital Management
Pennsylvania
$2.9M 82,405 +82,405 New
CCFM
8
Clear Creek Financial Management
Washington
$2.89M 82,133 +1,012 +1%
KFS
9
Kaizen Financial Strategies
California
$1.53M 40,694 +5,039 +14%
Jane Street
10
Jane Street
New York
$1.1M 31,331 -49,485 -61%
CST
11
Charles Schwab Trust
Nevada
$975K 27,663 -17,900 -39%
Bank of America
12
Bank of America
North Carolina
$757K 21,471 -2,157 -9%
Citadel Advisors
13
Citadel Advisors
Florida
$530K 15,040 -23,286 -61%
TSA
14
Tri-Star Advisors
Texas
$445K 11,886 – –
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$368K 10,431 -70 -0.7%
FTUS
16
Flow Traders U.S.
New York
$356K 10,102 +10,102 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$219K 6,211 -32,908 -84%
SWM
18
SeaCrest Wealth Management
New York
$209K 5,929 -79 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$118K 3,355 -19,525 -85%
Morgan Stanley
20
Morgan Stanley
New York
$66.1K 1,875 +1,775 +1,775%
HWM
21
Horizons Wealth Management
North Carolina
$28K 777 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$12K 350 -509 -59%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$35 1 +1 New
NA
24
NewEdge Advisors
Louisiana
$11 298 +298 New
IMC Chicago
25
IMC Chicago
Illinois
– – -41,490 Closed
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