Schwab Long-Term US Treasury ETF
SCHQ
112 hedge funds and large institutions have $451M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
51% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 35
5% more capital invested
Capital invested by funds: $429M → $451M (+$22.3M)
5% more funds holding
Funds holding: 107 → 112 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.66% less ownership
Funds ownership: 56.48% → 54.83% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
+$17.6M |
| 2 |
Goldman Sachs
New York
|
+$11.4M |
| 3 |
Morgan Stanley
New York
|
+$8.47M |
| 4 |
CLGM
Capitolis Liquid Global Markets
New York
|
+$4.44M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$12.4M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$7.68M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.11M |
| 5 |
BCM
Birmingham Capital Management
Birmingham,
Alabama
|
-$3.81M |
SCHQ Hedge Fund Activity: Q3 2025 in Review
112 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q3 2025, worth a combined $451M — up 5.2% from $429M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SCHQ positions and 11 closed out — a net gain of 6 holders — while 53 added to existing stakes and 35 trimmed.
The largest buyer was Carolina Wealth Advisors, adding an estimated $17.6M. The largest seller was Faithward Advisors, cutting an estimated $12.4M.
- 112 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q3 2025, up from 107 in Q2 2025.
- Funds reported $451M of Schwab Long-Term US Treasury ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
- 17 funds opened new Schwab Long-Term US Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +6 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q3 2025 was Carolina Wealth Advisors, an estimated $17.6M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q3 2025 was Faithward Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2025.