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SCHQ

Schwab Long-Term US Treasury ETF

120 hedge funds and large institutions have $483M invested in Schwab Long-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 119120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9.27% less ownership

Funds ownership: 62.82%53.55% (-9.3%)

22% less capital invested

Capital invested by funds: $621M → $483M (-$138M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
38
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M -$65.8M -2,062,520 -34%
LPL Financial
2
LPL Financial
California
$42.8M -$17.4M -544,242 -29%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$30.7M -$9.74M -305,615 -24%
MML Investors Services
4
MML Investors Services
Massachusetts
$30.7M -$21.3M -669,470 -41%
TI
5
Tidal Investments
Wisconsin
$21.2M +$11.4M +358,864 +113%
CWA
6
Carolina Wealth Advisors
South Carolina
$17.7M -$492K -15,423 -3%
SWA
7
SFMG Wealth Advisors
Texas
$17M +$2.03M +63,699 +13%
WRPWM
8
Werba Rubin Papier Wealth Management
California
$15M -$129K -4,056 -0.8%
Wells Fargo
9
Wells Fargo
California
$14.7M +$4.19M +131,396 +39%
JP Morgan Chase
10
JP Morgan Chase
New York
$13.2M -$5.81M -182,145 -30%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.7M -$3.97M -124,398 -25%
LAM
12
L2 Asset Management
Massachusetts
$10.2M +$5.18M +162,509 +100%
Morgan Stanley
13
Morgan Stanley
New York
$9.82M -$5.15M -161,461 -34%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.98M +$4.61M +144,641 +103%
PAS
15
Park Avenue Securities
New York
$7.84M -$4.43M -139,104 -36%
SF
16
Summit Financial
New Jersey
$5.94M +$3.22M +101,121 +115%
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.56M +$63.4K +1,988 +1%
CWM
18
Centric Wealth Management
Illinois
$5.08M +$309K +9,690 +6%
Ameriprise
19
Ameriprise
Minnesota
$5.05M +$55.2K +1,733 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.72M -$88.2K -2,768 -2%
AC
21
Attessa Capital
Arizona
$3.88M -$26K -815 -0.7%
Goldman Sachs
22
Goldman Sachs
New York
$3.73M -$5.12M -160,506 -57%
PFM
23
Professional Financial Management
Wisconsin
$3.21M +$193K +6,059 +6%
WA
24
WBH Advisory
Maryland
$2.98M -$1.06M -33,215 -26%
WWM
25
WT Wealth Management
Arizona
$2.86M -$132K -4,145 -4%