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SCHQ

Schwab Long-Term US Treasury ETF

119 hedge funds and large institutions have $621M invested in Schwab Long-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $451M → $621M (+$170M)

7.99% more ownership

Funds ownership: 54.83%62.82% (+8%)

6% more funds holding

Funds holding: 112119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
56
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$192M +$98.1M +3,035,529 +101%
LPL Financial
2
LPL Financial
California
$60.4M +$32M +990,099 +108%
MML Investors Services
3
MML Investors Services
Massachusetts
$52.2M +$26.4M +816,199 +98%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$40.7M -$3.13M -96,854 -7%
JP Morgan Chase
5
JP Morgan Chase
New York
$19.1M +$7.33M +226,742 +60%
CWA
6
Carolina Wealth Advisors
South Carolina
$18.4M -$197K -6,093 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$15.8M +$6.92M +213,942 +76%
WRPWM
8
Werba Rubin Papier Wealth Management
California
$15.3M -$796K -24,613 -5%
SWA
9
SFMG Wealth Advisors
Texas
$15.1M +$1.91M +58,979 +14%
Morgan Stanley
10
Morgan Stanley
New York
$15M -$4.51M -139,510 -23%
PAS
11
Park Avenue Securities
New York
$12.3M +$6.59M +203,907 +110%
Wells Fargo
12
Wells Fargo
California
$10.7M +$9.9M +306,270 +969%
TI
13
Tidal Investments
Wisconsin
$10.1M -$4.08M -126,240 -28%
Goldman Sachs
14
Goldman Sachs
New York
$8.85M -$7.73M -239,058 -46%
QC
15
Quadrature Capital
United Kingdom
$6.59M +$6.72M +207,781 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.45M +$6.57M +203,304 New
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.54M -$995K -30,781 -15%
LAM
18
L2 Asset Management
Massachusetts
$5.15M +$170K +5,260 +3%
Ameriprise
19
Ameriprise
Minnesota
$5.04M +$98.1K +3,035 +2%
CWM
20
Centric Wealth Management
Illinois
$4.87M +$194K +5,992 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.85M -$132K -4,097 -3%
GS
22
GTS Securities
New York
$4.84M +$4.93M +152,644 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.47M +$3.05M +94,318 +202%
WA
24
WBH Advisory
Maryland
$4.07M +$1.33M +41,245 +47%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$4.03M +$2.25M +69,700 +122%