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

Schwab Long-Term U.S. Treasury ETF logo
$31.45 -0.18 (-0.57%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$315.47M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$219.22M
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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
7/3/2025 Collective Family Office LLC76,129$2.43M0.6%+17.5%0.252%
6/27/2025Goldman Sachs Group Inc.95,151$3.12M0.0%-58.6%0.315%
6/3/2025Invst LLC38,640$1.27M0.2%+332.7%0.154%
5/16/2025Faithward Advisors LLC409,977$13.43M2.3%-0.9%1.355%
5/16/2025Goldman Sachs Group Inc.95,151$3.12M0.0%-58.6%0.315%
5/16/2025Integrated Wealth Concepts LLC10,129$332K0.0%N/A0.033%
5/15/2025Royal Bank of Canada156,631$5.13M0.0%-19.7%0.518%
5/15/2025Centric Wealth Management132,153$4.33M1.1%+4.1%0.437%
5/15/2025Tortoise Investment Management LLC4,520$148K0.0%+43.3%0.015%
5/14/2025Freedom Investment Management Inc.6,311$207K0.0%N/A0.021%
5/14/2025Napa Wealth Management94,863$3.11M1.8%N/A0.314%
5/14/2025Flow Traders U.S. LLC94,478$3.10M0.1%+374.2%0.312%
5/13/2025Keystone Global Partners LLC48,986$1.61M1.1%N/A0.162%
5/13/2025Seek First Inc.32,772$1.07M1.0%N/A0.108%
5/13/2025Raymond James Financial Inc.355,062$11.63M0.0%-0.2%1.174%
5/12/2025WBH Advisory Inc.113,435$3.72M0.3%+182.1%0.375%
5/9/2025Exencial Wealth Advisors LLC13,532$443K0.0%+64.1%0.045%
5/9/2025Total Investment Management Inc.3,107,875$101.81M13.3%+9.7%10.274%
5/9/2025Atria Wealth Solutions Inc.47,269$1.55M0.0%+408.9%0.156%
5/9/2025Sfmg LLC294,277$9.64M0.8%+7.2%0.973%
5/7/2025Foundations Investment Advisors LLC33,356$1.09M0.0%+8.3%0.117%
5/7/2025Werba Rubin Papier Wealth Management632,813$20.73M4.5%+107.6%2.213%
5/7/2025Beacon Bridge Wealth Partners LLC172,559$5.65M2.4%+0.2%0.603%
5/7/2025Galvin Gaustad & Stein LLC82,321$2.70M0.2%-32.2%0.288%
5/7/2025LPL Financial LLC1,007,643$33.01M0.0%+303.1%3.523%
5/6/2025Cetera Investment Advisers329,731$10.80M0.0%+687.3%1.153%
5/6/2025Van Strum & Towne Inc.40,556$1.33M0.4%+11.7%0.142%
5/6/2025WT Wealth Management87,388$2.86M0.9%-15.3%0.306%
5/5/2025IFP Advisors Inc21,625$708K0.0%+6.2%0.076%
5/5/2025Private Advisor Group LLC23,198$760K0.0%-5.7%0.081%
5/2/2025Wealthgarden F.S. LLC11,441$375K0.4%N/A0.040%
5/2/2025Bryn Mawr Capital Management LLC19,041$624K0.0%-26.0%0.067%
5/1/2025CWM LLC26,455$867K0.0%-42.2%0.093%
5/1/2025Northwest Capital Management Inc29,626$971K0.4%-39.4%0.104%
4/30/2025Silverlake Wealth Management LLC19,017$623K0.2%N/A0.066%
4/29/2025Envestnet Asset Management Inc.3,802,259$124.56M0.0%+357.4%13.295%
4/29/2025Bank of New York Mellon Corp16,925$554K0.0%-83.4%0.059%
4/29/2025Strategic Blueprint LLC16,643$545K0.0%N/A0.058%
4/29/2025Silver Oak Securities Incorporated29,649$964K0.1%-16.5%0.104%
4/28/2025Mutual Advisors LLC57,379$1.84M0.1%+11.4%0.201%
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4/28/2025Clear Creek Financial Management LLC73,656$2.41M0.3%-1.9%0.258%
4/24/2025Mirae Asset Global Investments Co. Ltd.1,304,973$42.43M0.1%+6.6%4.563%
4/23/2025Creative Financial Designs Inc. ADV2,896$95K0.0%-78.5%0.010%
4/23/2025Sequoia Financial Advisors LLC51,917$1.70M0.0%N/A0.182%
4/23/2025EQ Wealth Advisors LLC24,416$800K0.6%-14.3%0.085%
4/22/2025Antonelli Financial Advisors LLC36,427$1.19M1.0%-9.1%0.127%
4/22/2025Cambridge Investment Research Advisors Inc.19,943$653K0.0%-17.6%0.070%
4/21/2025Envestnet Portfolio Solutions Inc.139,871$4.58M0.0%+41.1%0.489%
4/18/2025Prosperity Wealth Management Inc.32,970$1.08M0.5%+23.0%0.115%
4/16/2025Wealth Enhancement Advisory Services LLC237,889$7.79M0.0%+37.4%0.832%
4/15/2025Focus Financial Network Inc.7,101$233K0.0%-60.0%0.025%
4/15/2025Attessa Capital LLC84,925$2.78M1.8%+15.1%0.297%
4/14/2025Farther Finance Advisors LLC4,271$140K0.0%+213,450.0%0.015%
4/14/2025Barden Capital Management Inc.43,490$1.43M1.3%+3.0%0.152%
4/14/2025RDA Financial Network7,964$261K0.1%N/A0.028%
4/11/2025Magnus Financial Group LLC15,439$506K0.0%N/A0.054%
4/10/2025Charles Schwab Trust Co70,505$2.31M0.2%+5.0%0.247%
4/10/2025Fermata Advisors LLC37,101$1.22M0.2%-12.2%0.130%
4/9/2025Merit Financial Group LLC10,200$334K0.0%-7.4%0.036%
4/9/2025Kaizen Financial Strategies126,810$4.15M2.4%+2.7%0.443%
4/7/2025GAMMA Investing LLC1,016$31K0.0%N/A0.004%
4/3/2025Versant Capital Management Inc1,161$38K0.0%N/A0.004%
4/3/2025 Collective Family Office LLC64,804$2.12M0.6%-14.9%0.227%
3/17/2025Wealth 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%
2/17/2025Kaizen 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%
2/14/2025Bolthouse 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%
2/13/2025Envestnet 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%
2/11/2025Antonelli 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%
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Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

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2/10/2025Envestnet 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%
2/7/2025Prosperity Wealth Management Inc.26,808$843K0.3%-14.1%0.136%
2/7/2025Tortoise Investment Management LLC3,155$99K0.0%-11.4%0.016%
2/7/2025Barden 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%
(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, 123 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. ($101.81M), Mirae Asset Global Investments Co. Ltd. ($42.43M), LPL Financial LLC ($33.01M), Werba Rubin Papier Wealth Management ($20.73M), Faithward Advisors LLC ($13.43M), and Raymond James Financial Inc. ($11.63M).Learn more on Schwab Long-Term U.S. Treasury ETF's institutional investors.

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

Of the 114 institutional investors that purchased Schwab Long-Term U.S. Treasury ETF's 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. ($2.26M), Mirae Asset Global Investments Co. Ltd. ($919.25K), LPL Financial LLC ($759.68K), Sfmg LLC ($693.21K), Werba Rubin Papier Wealth Management ($632.81K), and CWM LLC ($512.56K).

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

Institutional investors have bought a total of 9,556,894 shares in the last 24 months. This purchase volume represents approximately $315.47M in transactions.

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

Of the 53 institutional investors that sold Schwab Long-Term U.S. Treasury ETF's 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), Northwest Capital Management Inc ($469.61K), CWM LLC ($417.42K), Sfmg LLC ($367.05K), Goldman Sachs Group Inc. ($269.33K), 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 6,832,586 shares in the last 24 months. This volume of shares sold represents approximately $219.22M in transactions.


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This page (NYSEARCA:SCHQ) was last updated on 7/6/2025 by MarketBeat.com Staff
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