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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

104 hedge funds and large institutions have $349M invested in Schwab Long-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
28
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$38.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.61M
4
BCM
4
Birmingham Capital Management
Alabama
$4.65M
5
LAM
5
L2 Asset Management
Massachusetts
$4.46M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.49M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M
3
SWA
3
SFMG Wealth Advisors
Texas
$8.63M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.79M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$89M +$2.95M +93,851 +3%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$38.4M +$7.39M +235,838 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M -$31.6M -1,005,119 -55%
FA
4
Faithward Advisors
Pennsylvania
$13M +$86.4K +2,750 +0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$11.2M +$11.2M +355,815 New
Ameriprise
6
Ameriprise
Minnesota
$9.7M +$783K +24,921 +9%
WRPWM
7
Werba Rubin Papier Wealth Management
California
$9.58M +$2.82M +89,875 +42%
SWA
8
SFMG Wealth Advisors
Texas
$8.63M -$11.3M -360,678 -57%
LPL Financial
9
LPL Financial
California
$7.86M +$63.8K +2,029 +0.8%
Goldman Sachs
10
Goldman Sachs
New York
$7.22M +$7.04M +224,083 +3,909%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.79M -$7.57M -240,840 -53%
Morgan Stanley
12
Morgan Stanley
New York
$6.61M +$5.73M +182,460 +658%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.13M +$403K +12,830 +7%
PS
14
Principal Securities
Iowa
$5.74M -$36.6K -1,164 -0.6%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$5.44M -$7.49M -238,326 -58%
BBWP
16
Beacon Bridge Wealth Partners
Pennsylvania
$5.41M +$353K +11,228 +7%
BCM
17
Birmingham Capital Management
Alabama
$4.65M +$4.65M +148,000 New
LAM
18
L2 Asset Management
Massachusetts
$4.46M +$4.46M +141,803 New
SFO
19
Stokes Family Office
Louisiana
$4.33M +$571K +18,164 +15%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.19M -$4.41M -140,182 -51%
CWM
21
Centric Wealth Management
Illinois
$3.99M -$712K -22,640 -15%
KFS
22
Kaizen Financial Strategies
California
$3.88M +$108K +3,444 +3%
GGS
23
Galvin Gaustad & Stein
Arizona
$3.82M -$121K -3,851 -3%
WWM
24
WT Wealth Management
Arizona
$3.24M +$18.6K +593 +0.6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.21M +$2.7M +85,756 +527%
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