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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

91 hedge funds and large institutions have $439M invested in Schwab Long-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
33
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.13M
2
NA
NewEdge Advisors
Louisiana
$4.84M
3
CFO
Collective Family Office
Pennsylvania
$3.44M
4
Ameriprise
Ameriprise
Minnesota
$2.82M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$79.3M
2
Osaic Holdings
Osaic Holdings
Arizona
$1.42M
3
TPI
Trust Point Inc
Wisconsin
$1.08M
4
BlackRock
BlackRock
New York
$35.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$85.4M +$679K +20,120 +0.8%
Bank of America
2
Bank of America
North Carolina
$79.3M -$9.52M -282,185 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M +$1.16M +34,533 +2%
SWA
4
SFMG Wealth Advisors
Texas
$21.6M -$453K -13,420 -2%
NCM
5
Northwest Capital Management
Oregon
$16.8M -$247K -7,310 -1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15.4M -$1.46M -43,231 -9%
FA
7
Faithward Advisors
Pennsylvania
$14.1M +$122K +3,603 +0.9%
MML Investors Services
8
MML Investors Services
Massachusetts
$13.8M +$1.02M +30,283 +8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$10.7M -$710K -21,042 -6%
Charles Schwab
10
Charles Schwab
California
$10.5M -$150K -4,449 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.87M +$661K +19,595 +7%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$7.92M +$943K +27,953 +14%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$7.13M +$7.13M +211,294 New
PS
14
Principal Securities
Iowa
$6.39M +$708K +20,996 +12%
SFO
15
Stokes Family Office
Louisiana
$5.27M -$640K -18,976 -11%
NA
16
NewEdge Advisors
Louisiana
$4.84M +$2.37M +70,184 +96%
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$3.99M +$426K +12,627 +12%
CFGS
18
Concourse Financial Group Securities
Alabama
$3.82M -$337K -9,983 -8%
GGS
19
Galvin Gaustad & Stein
Arizona
$3.81M +$993K +29,445 +35%
KFS
20
Kaizen Financial Strategies
California
$3.54M +$368K +10,917 +12%
CFO
21
Collective Family Office
Pennsylvania
$3.44M +$2.14M +63,303 +163%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.38M -$2.06M -60,977 -38%
PAS
23
Park Avenue Securities
New York
$3.14M -$299K -8,869 -9%
WA
24
WBH Advisory
Maryland
$2.82M -$544K -16,125 -16%
Ameriprise
25
Ameriprise
Minnesota
$2.82M +$1.77M +52,473 +169%
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