Free Trial

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

Schwab Long-Term U.S. Treasury ETF logo
$30.66 +0.06 (+0.18%)
As of 12:57 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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)
$315.08M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$216.01M
Get SCHQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Long-Term U.S. Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Faithward Advisors LLC409,977$13.43M2.3%-0.9%1.355%
5/16/2025 Goldman Sachs Group Inc.95,151$3.12M0.0%-58.6%0.315%
5/16/2025 Integrated Wealth Concepts LLC10,129$332K0.0%N/A0.033%
5/15/2025 Royal Bank of Canada156,631$5.13M0.0%-19.7%0.518%
5/15/2025 Centric Wealth Management132,153$4.33M1.1%+4.1%0.437%
5/15/2025 Tortoise Investment Management LLC4,520$148K0.0%+43.3%0.015%
5/14/2025 Freedom Investment Management Inc.6,311$207K0.0%N/A0.021%
5/14/2025 Napa Wealth Management94,863$3.11M1.8%N/A0.314%
5/14/2025 Flow Traders U.S. LLC94,478$3.10M0.1%+374.2%0.312%
5/13/2025 Keystone Global Partners LLC48,986$1.61M1.1%N/A0.162%
5/13/2025 Seek First Inc.32,772$1.07M1.0%N/A0.108%
5/13/2025 Raymond James Financial Inc.355,062$11.63M0.0%-0.2%1.174%
5/12/2025 WBH Advisory Inc.113,435$3.72M0.3%+182.1%0.375%
5/9/2025 Exencial Wealth Advisors LLC13,532$443K0.0%+64.1%0.045%
5/9/2025 Total Investment Management Inc.3,107,875$101.81M13.3%+9.7%10.274%
5/9/2025 Atria Wealth Solutions Inc.47,269$1.55M0.0%+408.9%0.156%
5/9/2025 Sfmg LLC294,277$9.64M0.8%+7.2%0.973%
5/7/2025 Foundations Investment Advisors LLC33,356$1.09M0.0%+8.3%0.117%
5/7/2025 Werba Rubin Papier Wealth Management632,813$20.73M4.5%+107.6%2.213%
5/7/2025 Beacon Bridge Wealth Partners LLC172,559$5.65M2.4%+0.2%0.603%
5/7/2025 Galvin Gaustad & Stein LLC82,321$2.70M0.2%-32.2%0.288%
5/7/2025 LPL Financial LLC1,007,643$33.01M0.0%+303.1%3.523%
5/6/2025 Cetera Investment Advisers329,731$10.80M0.0%+687.3%1.153%
5/6/2025 Van Strum & Towne Inc.40,556$1.33M0.4%+11.7%0.142%
5/6/2025 WT Wealth Management87,388$2.86M0.9%-15.3%0.306%
5/5/2025 IFP Advisors Inc21,625$708K0.0%+6.2%0.076%
5/5/2025 Private Advisor Group LLC23,198$760K0.0%-5.7%0.081%
5/2/2025 Wealthgarden F.S. LLC11,441$375K0.4%N/A0.040%
5/2/2025 Bryn Mawr Capital Management LLC19,041$624K0.0%-26.0%0.067%
5/1/2025 CWM LLC26,455$867K0.0%-42.2%0.093%
5/1/2025 Northwest 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%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
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%
2/17/2025 Cetera Investment Advisers41,879$1.32M0.0%-45.9%0.213%
2/17/2025 Bank of America Corp DE79,094$2.49M0.0%-96.7%0.403%
2/17/2025 Ameriprise Financial Inc.308,601$9.70M0.0%+8.8%1.570%
2/17/2025 Aptus Capital Advisors LLC2,533$80K0.0%N/A0.013%
2/14/2025 Jane Street Group LLC68,647$2.16M0.0%+160.6%0.349%
2/14/2025 Bolthouse Investments LLC14,541$457K0.4%N/A0.074%
2/14/2025 IHT Wealth Management LLC10,190$320K0.0%-49.9%0.052%
2/14/2025 MML Investors Services LLC216,127$6.79M0.0%-52.7%1.100%
2/14/2025 GeoWealth Management LLC1,662$52K0.0%-52.8%0.008%
2/14/2025 Concourse Financial Group Securities Inc.55,546$1.75M0.1%-40.1%0.283%
2/13/2025 Faithward 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%
2/13/2025 Oarsman Capital Inc.2,629$83K0.0%N/A0.013%
2/12/2025 Centric Wealth Management126,975$3.99M1.1%-15.1%0.646%
2/12/2025 National Bank of Canada FI37,400$1.18M0.0%N/A0.190%
2/12/2025 JPMorgan Chase & Co.133,375$4.19M0.0%-51.2%0.679%
2/12/2025 Sellwood Investment Partners LLC14,914$469K0.3%N/A0.076%
2/11/2025 LPL Financial LLC249,991$7.86M0.0%+0.8%1.272%
2/11/2025 Sfmg 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%
2/11/2025 Stokes Family Office LLC137,755$4.33M0.5%+15.2%0.701%
2/10/2025 Thrivent 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%
2/10/2025 Van Strum & Towne Inc.36,306$1.14M0.0%+17.3%0.185%
2/10/2025 Commonwealth Equity Services LLC7,671$241K0.0%+19.8%0.039%
Trump’s Bitcoin Reserve is No Accident… (Ad)

Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new blockchain development…

Just click here to get all the details on this crypto coin now
2/7/2025 Prosperity Wealth Management Inc.26,808$843K0.3%-14.1%0.136%
2/7/2025 Tortoise 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%
2/6/2025 Raymond James Financial Inc.355,815$11.18M0.0%N/A1.811%
2/6/2025 Exencial Wealth Advisors LLC8,248$259K0.0%-22.4%0.042%
2/6/2025 Jones Financial Companies Lllp862$27K0.0%N/A0.004%
2/5/2025 Fisher Asset Management LLC18,069$568K0.0%N/A0.092%
2/5/2025 WT Wealth Management103,196$3.24M1.0%+0.6%0.525%
2/5/2025 Bryn 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%
(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 SCHQ's institutional investors.

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

Of the 114 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. ($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 16,878,698 shares in the last 24 months. This purchase volume represents approximately $564.30M in transactions.

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

Of the 61 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), Northwest Capital Management Inc ($496.11K), CWM LLC ($429.11K), Sfmg LLC ($398.94K), MML Investors Services LLC ($240.84K), and Wealth Enhancement Advisory Services LLC ($238.33K).

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

Institutional investors have sold a total of 7,255,893 shares in the last 24 months. This volume of shares sold represents approximately $233.88M in transactions.



This page (NYSEARCA:SCHQ) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners