Schwab Long-Term US Treasury ETF
SCHQ
94 hedge funds and large institutions have $468M invested in Schwab Long-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 6 closing their positions.
583% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 6
447% more capital inflows, than outflows
Capital inflows: $138M | Capital outflows: $25.3M
290% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 10
59% more funds holding
Funds holding: 59 → 94 (+35)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20.03% more ownership
Funds ownership: 56.15% → 76.18% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.03M |
| 4 |
Northwest Capital Management
Lake Oswego,
Oregon
|
+$8.97M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.6M |
| 2 |
Faithward Advisors
Lancaster,
Pennsylvania
|
-$3.96M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.8M |
| 4 |
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
-$1.74M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.65M |
SCHQ Hedge Fund Activity: Q4 2023 in Review
94 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q4 2023, worth a combined $468M — up 50% from $312M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHQ positions and 6 closed out — a net gain of 35 holders — while 39 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $32.5M. The largest seller was Jane Street, cutting an estimated $12.6M.
- 94 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q4 2023, up from 59 in Q3 2023.
- Funds reported $468M of Schwab Long-Term US Treasury ETF stock for Q4 2023, up 50% quarter-over-quarter.
- 41 funds opened new Schwab Long-Term US Treasury ETF positions in Q4 2023 and 6 closed out, a net change of +35 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $32.5M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q4 2023 was Jane Street, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2023.