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Schwab Long-Term U.S. Treasury ETF (SCHQ) Institutional Ownership

Schwab Long-Term U.S. Treasury ETF logo
$32.00 -0.09 (-0.28%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$255.80M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$210.76M
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SCHQ Institutional Buying and Selling by Quarter

Schwab Long-Term U.S. Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC26,455$867K0.0%-42.2%0.093%
5/1/2025Northwest Capital Management Inc29,626$971K0.4%-39.4%0.104%
4/30/2025 Silverlake Wealth Management LLC19,017$623K0.2%N/A0.066%
4/29/2025 Envestnet Asset Management Inc.3,802,259$124.56M0.0%+357.4%13.295%
4/29/2025 Bank of New York Mellon Corp16,925$554K0.0%-83.4%0.059%
4/29/2025 Strategic Blueprint LLC16,643$545K0.0%N/A0.058%
4/29/2025 Silver Oak Securities Incorporated29,649$964K0.1%-16.5%0.104%
4/28/2025 Mutual Advisors LLC57,379$1.84M0.1%+11.4%0.201%
4/28/2025 Clear Creek Financial Management LLC73,656$2.41M0.3%-1.9%0.258%
4/24/2025 Mirae Asset Global Investments Co. Ltd.1,304,973$42.43M0.1%+6.6%4.563%
4/23/2025 Creative Financial Designs Inc. ADV2,896$95K0.0%-78.5%0.010%
4/23/2025 Sequoia Financial Advisors LLC51,917$1.70M0.0%N/A0.182%
4/23/2025 EQ Wealth Advisors LLC24,416$800K0.6%-14.3%0.085%
4/22/2025 Antonelli Financial Advisors LLC36,427$1.19M1.0%-9.1%0.127%
4/22/2025 Cambridge Investment Research Advisors Inc.19,943$653K0.0%-17.6%0.070%
4/21/2025 Envestnet Portfolio Solutions Inc.139,871$4.58M0.0%+41.1%0.489%
4/18/2025 Prosperity Wealth Management Inc.32,970$1.08M0.5%+23.0%0.115%
4/16/2025 Wealth Enhancement Advisory Services LLC237,889$7.79M0.0%+37.4%0.832%
4/15/2025 Focus Financial Network Inc.7,101$233K0.0%-60.0%0.025%
4/15/2025 Attessa Capital LLC84,925$2.78M1.8%+15.1%0.297%
4/14/2025 Farther Finance Advisors LLC4,271$140K0.0%+213,450.0%0.015%
4/14/2025 Barden Capital Management Inc.43,490$1.43M1.3%+3.0%0.152%
4/14/2025 RDA Financial Network7,964$261K0.1%N/A0.028%
4/11/2025 Magnus Financial Group LLC15,439$506K0.0%N/A0.054%
4/10/2025 Charles Schwab Trust Co70,505$2.31M0.2%+5.0%0.247%
4/10/2025 Fermata Advisors LLC37,101$1.22M0.2%-12.2%0.130%
4/9/2025 Merit Financial Group LLC10,200$334K0.0%-7.4%0.036%
4/9/2025 Kaizen Financial Strategies126,810$4.15M2.4%+2.7%0.443%
4/7/2025 GAMMA Investing LLC1,016$31K0.0%N/A0.004%
4/3/2025 Versant Capital Management Inc1,161$38K0.0%N/A0.004%
4/3/2025 Collective Family Office LLC64,804$2.12M0.6%-14.9%0.227%
3/17/2025 Wealth Enhancement Advisory Services LLC173,169$5.44M0.0%-57.9%0.707%
3/4/2025Birmingham Capital Management Co. Inc. AL148,000$4.65M1.7%N/A0.627%
2/19/2025Invst LLC8,930$281K0.0%-51.6%0.045%
2/17/2025 Kaizen Financial Strategies123,441$3.88M2.2%+2.9%0.628%
2/17/2025Cetera Investment Advisers41,879$1.32M0.0%-45.9%0.213%
2/17/2025Bank of America Corp DE79,094$2.49M0.0%-96.7%0.403%
2/17/2025Ameriprise Financial Inc.308,601$9.70M0.0%+8.8%1.570%
2/17/2025Aptus Capital Advisors LLC2,533$80K0.0%N/A0.013%
2/14/2025Jane Street Group LLC68,647$2.16M0.0%+160.6%0.349%
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2/14/2025 Bolthouse Investments LLC14,541$457K0.4%N/A0.074%
2/14/2025IHT Wealth Management LLC10,190$320K0.0%-49.9%0.052%
2/14/2025MML Investors Services LLC216,127$6.79M0.0%-52.7%1.100%
2/14/2025GeoWealth Management LLC1,662$52K0.0%-52.8%0.008%
2/14/2025Concourse Financial Group Securities Inc.55,546$1.75M0.1%-40.1%0.283%
2/13/2025Faithward Advisors LLC413,796$13.01M2.2%+0.7%2.106%
2/13/2025 Envestnet Asset Management Inc.831,212$26.13M0.0%-54.7%4.230%
2/13/2025Oarsman Capital Inc.2,629$83K0.0%N/A0.013%
2/12/2025Centric Wealth Management126,975$3.99M1.1%-15.1%0.646%
2/12/2025National Bank of Canada FI37,400$1.18M0.0%N/A0.190%
2/12/2025JPMorgan Chase & Co.133,375$4.19M0.0%-51.2%0.679%
2/12/2025Sellwood Investment Partners LLC14,914$469K0.3%N/A0.076%
2/11/2025LPL Financial LLC249,991$7.86M0.0%+0.8%1.272%
2/11/2025Sfmg LLC274,564$8.63M0.7%-56.8%1.397%
2/11/2025 Antonelli Financial Advisors LLC40,056$1.26M1.1%N/A0.204%
2/11/2025TAP Consulting LLC85,319$2.68M0.5%+4.7%0.434%
2/11/2025Stokes Family Office LLC137,755$4.33M0.5%+15.2%0.701%
2/10/2025Thrivent Financial for Lutherans14,856$467K0.0%-54.1%0.076%
2/10/2025 Envestnet Portfolio Solutions Inc.99,152$3.12M0.0%-45.7%0.505%
2/10/2025Van Strum & Towne Inc.36,306$1.14M0.0%+17.3%0.185%
2/10/2025Commonwealth Equity Services LLC7,671$241K0.0%+19.8%0.039%
2/7/2025 Prosperity Wealth Management Inc.26,808$843K0.3%-14.1%0.136%
2/7/2025Tortoise Investment Management LLC3,155$99K0.0%-11.4%0.016%
2/7/2025 Barden Capital Management Inc.42,232$1.33M1.1%+6.7%0.215%
2/6/2025Raymond James Financial Inc.355,815$11.18M0.0%N/A1.811%
2/6/2025Exencial Wealth Advisors LLC8,248$259K0.0%-22.4%0.042%
2/6/2025Jones Financial Companies Lllp862$27K0.0%N/A0.004%
2/5/2025Fisher Asset Management LLC18,069$568K0.0%N/A0.092%
2/5/2025WT Wealth Management103,196$3.24M1.0%+0.6%0.525%
2/5/2025Bryn Mawr Capital Management LLC25,731$809K0.0%-15.1%0.131%
2/4/2025 Bank of New York Mellon Corp102,019$3.21M0.0%+527.3%0.519%
2/4/2025Northwest Capital Management Inc48,912$1.54M0.7%-50.1%0.249%
2/4/2025IFP Advisors Inc20,353$640K0.0%+24.3%0.104%
2/3/2025Private Advisor Group LLC24,606$773K0.0%+16.2%0.125%
2/3/2025Bryn Mawr Capital Management LLC76,951$2.42M0.1%+154.0%0.392%
2/3/2025Werba Rubin Papier Wealth Management304,870$9.58M2.3%+41.8%1.552%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,298$292K0.0%N/A0.047%
1/31/2025Atria Wealth Solutions Inc.9,288$292K0.0%-41.6%0.047%
1/31/2025Total Investment Management Inc.2,831,956$89.01M12.5%+3.4%14.412%
1/31/2025WBH Advisory Inc.40,216$1.26M0.1%-40.3%0.205%
1/30/2025 Valmark Advisers Inc.14,038$441K0.0%-23.2%0.071%
1/30/2025 Principal Securities Inc.182,593$5.74M0.1%-0.6%0.929%
1/30/2025Bogart Wealth LLC1,300$41K0.0%-37.6%0.007%
1/30/2025 Attessa Capital LLC73,811$2.32M1.6%N/A0.376%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,298$292K0.0%N/A0.047%
1/29/2025 Focus Financial Network Inc.17,744$558K0.0%-31.5%0.090%
1/27/2025 Silver Oak Securities Incorporated35,520$1.12M0.1%+16.4%0.181%
1/27/2025 Mirae Asset Global Investments Co. Ltd.1,224,522$38.36M0.2%+23.9%6.232%
1/27/2025 Stratos Wealth Advisors LLC35,486$1.12M0.1%-47.6%0.181%
1/24/2025 EQ Wealth Advisors LLC28,489$895K0.8%N/A0.145%
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1/24/2025 Clear Creek Financial Management LLC75,098$2.36M0.3%-5.7%0.382%
1/22/2025Foundations Investment Advisors LLC30,804$968K0.0%+17.7%0.157%
1/17/2025Galvin Gaustad & Stein LLC121,439$3.82M0.3%-3.1%0.618%
1/17/2025 Mutual Advisors LLC51,501$1.62M0.0%+5.9%0.262%
1/16/2025 Charles Schwab Trust Co67,145$2.11M0.2%-6.9%0.342%
1/15/2025 Merit Financial Group LLC11,012$346K0.0%-31.5%0.056%
1/15/2025 Fermata Advisors LLC42,244$1.33M0.2%N/A0.215%
1/14/2025 Armstrong Advisory Group Inc.5,864$184K0.0%N/A0.030%
1/14/2025 Park Avenue Securities LLC46,904$1.47M0.0%-57.3%0.239%
1/13/2025 Brookstone Capital Management26,560$835K0.0%+360.9%0.135%
(Data available from 1/1/2016 forward)

SCHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHQ shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Schwab Long-Term U.S. Treasury ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($124.56M), Total Investment Management Inc. ($89.01M), Mirae Asset Global Investments Co. Ltd. ($42.43M), Faithward Advisors LLC ($13.01M), Raymond James Financial Inc. ($11.18M), Charles Schwab Investment Management Inc. ($11.09M), and Sykon Capital LLC ($10.81M).Learn more on SCHQ's institutional investors.

Which institutional investors have been buying Schwab Long-Term U.S. Treasury ETF stock?

Of the 110 institutional investors that purchased Schwab Long-Term U.S. Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.59M), Total Investment Management Inc. ($1.98M), Mirae Asset Global Investments Co. Ltd. ($919.25K), Sfmg LLC ($673.50K), CWM LLC ($512.56K), Wealth Enhancement Advisory Services LLC ($476.22K), and Raymond James Financial Inc. ($355.82K).

How much institutional buying is happening at Schwab Long-Term U.S. Treasury ETF?

Institutional investors have bought a total of 15,146,457 shares in the last 24 months. This purchase volume represents approximately $509.18M in transactions.

Which Schwab Long-Term U.S. Treasury ETF major shareholders have been selling company stock?

Of the 56 institutional investors that sold Schwab Long-Term U.S. Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($2.29M), Envestnet Asset Management Inc. ($1.39M), David R. Rahn & Associates Inc. ($697.82K), Northwest Capital Management Inc ($496.11K), CWM LLC ($429.11K), Sfmg LLC ($398.94K), and MML Investors Services LLC ($240.84K).

How much institutional selling is happening at Schwab Long-Term U.S. Treasury ETF?

Institutional investors have sold a total of 7,621,066 shares in the last 24 months. This volume of shares sold represents approximately $248.69M in transactions.


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This page (NYSEARCA:SCHQ) was last updated on 5/1/2025 by MarketBeat.com Staff
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