Schwab Long-Term US Treasury ETF
SCHQ
107 hedge funds and large institutions have $429M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
4% more funds holding
Funds holding: 103 → 107 (+4)
7.99% less ownership
Funds ownership: 61.44% → 53.45% (-8%)
25% less capital invested
Capital invested by funds: $575M → $429M (-$147M)
27% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 45
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
+$6.26M |
| 2 |
Bank of New York Mellon
New York
|
+$4.18M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$3.08M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.66M |
| 5 |
Jane Street
New York
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$97.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.31M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$5.66M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.68M |
SCHQ Hedge Fund Activity: Q2 2025 in Review
107 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q2 2025, worth a combined $429M — down 25% from $575M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCHQ positions and 16 closed out — a net gain of 4 holders — while 33 added to existing stakes and 45 trimmed.
The largest buyer was Park Avenue Securities, opening a new position worth an estimated $6.26M. The largest seller was Total Investment Management, cutting an estimated $97.4M.
- 107 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q2 2025, up from 103 in Q1 2025.
- Funds reported $429M of Schwab Long-Term US Treasury ETF stock for Q2 2025, down 25% quarter-over-quarter.
- 20 funds opened new Schwab Long-Term US Treasury ETF positions in Q2 2025 and 16 closed out, a net change of +4 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q2 2025 was Park Avenue Securities, an estimated $6.26M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q2 2025 was Total Investment Management, an estimated $97.4M sold.
Based on aggregated 13F filings for Q2 2025.