Free Trial
→ Protect Your Bank Account with THESE 4 Simple Steps (From Weiss Ratings) (Ad)tc pixel Free SCHQ Stock Alerts

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

Schwab Long-Term U.S. Treasury ETF logo
$32.36 +0.12 (+0.36%)
As of 02:52 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$314.73M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$342.06M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2025Milestones Private Investment Advisors LLC13,598$434K0.3%N/A0.051%
9/10/2025WT Wealth Management91,288$2.91M0.9%+4.5%0.344%
9/4/2025Osaic Holdings Inc.36,311$1.16M0.0%-4.8%0.137%
8/29/2025Total Investment Management Inc.17,437$556K0.1%-99.4%0.066%
8/26/2025Thrivent Financial for Lutherans63,022$2.01M0.0%N/A0.237%
8/25/2025Silverlake Wealth Management LLC11,083$353K0.1%-41.7%0.042%
8/15/2025Tidal Investments LLC685,981$21.78M0.1%-10.2%2.584%
8/15/2025MML Investors Services LLC816,205$26.03M0.1%-15.4%3.074%
8/15/2025IHT Wealth Management LLC16,933$540K0.0%-23.3%0.064%
8/15/2025Bank of America Corp DE99,236$3.17M0.0%+8.7%0.374%
8/15/2025Ameriprise Financial Inc.287,241$9.16M0.0%+7.5%1.082%
8/14/2025Jane Street Group LLC69,909$2.23M0.0%N/A0.263%
8/14/2025Raymond James Financial Inc.354,611$11.31M0.0%-0.1%1.336%
8/14/2025Faithward Advisors LLC425,447$13.57M2.1%+3.8%1.602%
8/14/2025L2 Asset Management LLC157,688$5.03M0.8%+7.8%0.594%
8/12/2025Centric Wealth Management143,603$4.54M1.1%+8.7%0.541%
8/12/2025Sfmg LLC333,091$10.62M0.8%+13.2%1.255%
8/12/2025JPMorgan Chase & Co.374,273$11.94M0.0%-23.0%1.410%
8/8/2025Tortoise Investment Management LLC3,805$121K0.0%-15.8%0.014%
8/8/2025Cetera Investment Advisers251,891$8.03M0.0%-23.6%0.949%
8/8/2025Foundations Investment Advisors LLC36,272$1.16M0.0%+8.7%0.137%
8/8/2025Kaizen Financial Strategies118,697$3.79M1.9%-6.4%0.447%
8/6/2025Bryn Mawr Trust Advisors LLC16,951$541K0.0%-11.0%0.064%
8/5/2025Meridian Management Co.16,145$508K0.1%N/A0.061%
8/1/2025Envestnet Asset Management Inc.3,145,610$100.31M0.0%-17.3%11.893%
7/30/2025Strategic Blueprint LLC17,488$558K0.0%+5.1%0.066%
7/30/2025Brookstone Capital Management6,975$222K0.0%-33.0%0.026%
7/30/2025WBH Advisory Inc.85,591$2.73M0.2%-24.5%0.324%
7/29/2025Birmingham Capital Management Co. Inc. AL119,550$3.81M1.7%-19.2%0.452%
7/29/2025Werba Rubin Papier Wealth Management578,340$18.44M3.5%-8.6%2.187%
7/29/2025Barden Capital Management Inc.42,279$1.35M1.2%-2.8%0.160%
7/28/2025Mutual Advisors LLC58,344$1.83M0.0%+1.7%0.221%
7/25/2025Northwest Capital Management Inc16,816$536K0.3%-43.2%0.064%
7/25/2025Envestnet Portfolio Solutions Inc.57,972$1.85M0.0%-58.6%0.219%
7/25/2025Sequoia Financial Advisors LLC45,781$1.46M0.0%-11.8%0.172%
7/25/2025CWM LLC13,645$435K0.0%-48.4%0.052%
7/25/2025Van Strum & Towne Inc.35,006$1.12M0.4%-13.7%0.132%
7/24/2025Antonelli Financial Advisors LLC38,663$1.23M0.9%+6.1%0.146%
7/24/2025Galvin Gaustad & Stein LLC72,514$2.31M0.2%-11.9%0.274%
7/24/2025Beacon Bridge Wealth Partners LLC204,119$6.51M2.6%+18.3%0.772%
7/24/2025IFP Advisors Inc22,207$708K0.0%+2.7%0.084%
7/23/2025Clear Creek Financial Management LLC55,315$1.76M0.2%-24.9%0.222%
7/22/2025Carolina Wealth Advisors LLC29,497$941K0.5%N/A0.118%
7/21/2025Mirae Asset Global Investments Co. Ltd.1,389,378$44.31M0.2%+6.5%5.569%
7/17/2025Park Place Capital Corp886$28K0.0%+176.9%0.004%
7/17/2025Keystone Global Partners LLC70,351$2.24M1.2%+43.6%0.282%
7/17/2025Charles Schwab Trust Co61,006$1.95M0.1%-13.5%0.245%
7/16/2025MBE Wealth Management LLC9,800$313K0.1%N/A0.039%
7/16/2025Magnus Financial Group LLC14,155$451K0.0%-8.3%0.057%
7/14/2025Seek First Inc.33,532$1.07M0.9%+2.3%0.134%
7/14/2025Park Avenue Securities LLC198,526$6.33M0.1%N/A0.796%
7/11/2025Farther Finance Advisors LLC4,750$151K0.0%+11.2%0.020%
7/11/2025Silver Oak Securities Incorporated30,923$986K0.1%+4.3%0.129%
7/10/2025Wealth Enhancement Advisory Services LLC37,647$1.18M0.0%-84.2%0.157%
7/9/2025Fermata Advisors LLC37,628$1.20M0.3%+1.4%0.157%
7/8/2025Strategic Advocates LLC7,215$230K0.1%N/A0.030%
7/7/2025RDA Financial Network9,317$297K0.1%+17.0%0.039%
7/3/2025Collective 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%
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%
(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, 129 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. ($100.31M), Mirae Asset Global Investments Co. Ltd. ($44.31M), LPL Financial LLC ($33.01M), MML Investors Services LLC ($26.03M), Tidal Investments LLC ($21.78M), Werba Rubin Papier Wealth Management ($18.44M), and Faithward Advisors LLC ($13.57M).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 117 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. ($4.18M), Total Investment Management Inc. ($2.23M), Mirae Asset Global Investments Co. Ltd. ($1.00M), LPL Financial LLC ($759.68K), Sfmg LLC ($732.03K), Werba Rubin Papier Wealth Management ($632.81K), and Wealth Enhancement Advisory Services LLC ($476.22K).

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

Institutional investors have bought a total of 9,553,102 shares in the last 24 months. This purchase volume represents approximately $314.73M in transactions.

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

Of the 60 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: Total Investment Management Inc. ($3.09M), Bank of America Corp DE ($2.29M), Envestnet Asset Management Inc. ($1.66M), Wealth Enhancement Advisory Services LLC ($438.57K), Northwest Capital Management Inc ($418.05K), MML Investors Services LLC ($389.45K), and CWM LLC ($379.44K).

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

Institutional investors have sold a total of 10,707,366 shares in the last 24 months. This volume of shares sold represents approximately $342.06M in transactions.


Related Companies

This page (NYSEARCA:SCHQ) was last updated on 10/2/2025 by MarketBeat.com Staff
From Our Partners
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
This Biotech has a clinical approach that intrigues investors
This biotech is gearing up for Phase 2 trials with a strategy to unlock multiple approvals from one study. ...
i2i Marketing Group, LLC | Sponsoredtc pixel
College grad makes $64,000 a month
A Wall Street legend just helped train our own proprietary AI system in the stock market (a project that took ...
Stansberry Research | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel