Schwab Long-Term US Treasury ETF
SCHQ
103 hedge funds and large institutions have $575M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
65% more capital invested
Capital invested by funds: $349M → $575M (+$226M)
34% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 29
12.68% more ownership
Funds ownership: 48.76% → 61.44% (+13%)
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
1% less funds holding
Funds holding: 104 → 103 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$95.2M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$24.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$24.3M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$24M |
| 5 |
JP Morgan Chase
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.31M |
| 2 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$3.94M |
| 3 |
Bank of New York Mellon
New York
|
-$2.73M |
| 4 |
Jane Street
New York
|
-$2.16M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.47M |
SCHQ Hedge Fund Activity: Q1 2025 in Review
103 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q1 2025, worth a combined $575M — up 65% from $349M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHQ positions and 20 closed out — a net gain of 1 holder — while 39 added to existing stakes and 29 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $95.2M. The largest seller was Goldman Sachs, cutting an estimated $4.31M.
- 103 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q1 2025, down from 104 in Q4 2024.
- Funds reported $575M of Schwab Long-Term US Treasury ETF stock for Q1 2025, up 65% quarter-over-quarter.
- 21 funds opened new Schwab Long-Term US Treasury ETF positions in Q1 2025 and 20 closed out, a net change of +1 holder.
- The largest Schwab Long-Term US Treasury ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $95.2M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.31M sold.
Based on aggregated 13F filings for Q1 2025.