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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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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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