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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

107 hedge funds and large institutions have $511M invested in Schwab Long-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
21
Increased
54
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64.3M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$34.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$14.4M
4
WRPWM
4
Werba Rubin Papier Wealth Management
California
$7.52M
5
TIM
5
Total Investment Management
Arizona
$95.8M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.08M
2
NCM
2
Northwest Capital Management
Oregon
$3.43M
3
SC
3
Sykon Capital
New York
$0
4
Charles Schwab
4
Charles Schwab
California
$0
5
NA
5
NewEdge Advisors
Louisiana
$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$95.8M +$6.21M +177,521 +7%
Bank of America
2
Bank of America
North Carolina
$82.7M -$113K -3,229 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$64.3M +$19.8M +565,415 +44%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$34.8M +$13.8M +391,669 +66%
SWA
5
SFMG Wealth Advisors
Texas
$22.2M -$31.1K -888 -0.1%
MML Investors Services
6
MML Investors Services
Massachusetts
$16M +$4.67M +133,361 +41%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$14.4M +$9M +257,079 +166%
FA
8
Faithward Advisors
Pennsylvania
$14.4M -$299K -8,545 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.4M +$620K +17,711 +6%
Ameriprise
10
Ameriprise
Minnesota
$9.93M +$3.78M +108,032 +62%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$9.57M +$1.93M +55,285 +25%
LPL Financial
12
LPL Financial
California
$8.68M +$5.26M +150,320 +154%
WRPWM
13
Werba Rubin Papier Wealth Management
California
$7.52M +$7.52M +214,995 New
PS
14
Principal Securities
Iowa
$6.43M -$368K -10,503 -5%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$6.39M +$872K +24,931 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.37M +$2.44M +69,868 +62%
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.63M -$149K -4,248 -3%
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$5.23M +$5.23M +149,557 New
CWM
19
Centric Wealth Management
Illinois
$4.84M +$4.84M +149,615 New
GGS
20
Galvin Gaustad & Stein
Arizona
$4.38M +$40.3K +1,151 +0.9%
KFS
21
Kaizen Financial Strategies
California
$4.2M -$136K -3,892 -3%
SFO
22
Stokes Family Office
Louisiana
$4.18M -$1.32M -37,664 -24%
PAS
23
Park Avenue Securities
New York
$3.84M +$1.57M +44,954 +69%
CFO
24
Collective Family Office
Pennsylvania
$3.83M +$1.5M +42,887 +64%
WWM
25
WT Wealth Management
Arizona
$3.45M +$3.45M +102,603 New
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