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

Schwab Long-Term U.S. Treasury ETF logo
$32.95 -0.22 (-0.66%)
Closing price 10/23/2025 04:10 PM Eastern
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$32.96 +0.01 (+0.02%)
As of 10/23/2025 04:23 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)
92
Total
Institutional Inflows
(last 12 months)
$298.00M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$319.00M
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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
10/23/2025Strategic Blueprint LLC14,959$483K0.0%-14.5%0.060%
10/23/2025Park Avenue Securities LLC184,705$5.97M0.0%-7.0%0.736%
10/22/2025 Galvin Gaustad & Stein LLC75,902$2.45M0.2%+4.7%0.302%
10/22/2025 WT Wealth Management93,491$3.02M0.9%+2.4%0.372%
10/20/2025 Northwest Capital Management Inc17,979$581K0.6%+6.9%0.072%
10/20/2025 Keystone Global Partners LLC50,887$1.64M0.8%-27.7%0.204%
10/15/2025 CWM LLC14,808$478K0.0%+8.5%0.059%
10/10/2025 Charles Schwab Trust Co67,842$2.19M0.1%+11.2%0.269%
10/9/2025 Fermata Advisors LLC38,690$1.25M0.3%+2.8%0.153%
10/9/2025 MFG Wealth Management Inc.70,514$2.28M1.7%N/A0.279%
10/8/2025 RDA Financial Network7,809$252K0.1%-16.2%0.031%
10/7/2025 Carolina Wealth Advisors LLC585,782$18.93M8.2%+1,885.9%2.320%
10/6/2025 Collective Family Office LLC76,801$2.48M0.6%+0.9%0.304%
9/11/2025 Milestones Private Investment Advisors LLC13,598$434K0.3%N/A0.051%
9/10/2025 WT 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%
7/30/2025 Brookstone 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%
7/25/2025 Northwest 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%
7/25/2025 CWM 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%
7/24/2025 Galvin 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%
7/22/2025 Carolina 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%
7/17/2025 Park Place Capital Corp886$28K0.0%+176.9%0.004%
7/17/2025 Keystone Global Partners LLC70,351$2.24M1.2%+43.6%0.282%
7/17/2025 Charles 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%
7/11/2025 Farther Finance Advisors LLC4,750$151K0.0%+11.2%0.020%
7/11/2025 Silver 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%
7/9/2025 Fermata Advisors LLC37,628$1.20M0.3%+1.4%0.157%
7/8/2025Strategic Advocates LLC7,215$230K0.1%N/A0.030%
7/7/2025 RDA Financial Network9,317$297K0.1%+17.0%0.039%
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%
(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), Carolina Wealth Advisors LLC ($18.93M), and Werba Rubin Papier Wealth Management ($18.44M).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 Carolina Wealth Advisors LLC ($585.78K).

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

Institutional investors have bought a total of 9,124,102 shares in the last 24 months. This purchase volume represents approximately $298.00M in transactions.

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

Of the 63 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), MML Investors Services LLC ($389.45K), Sfmg LLC ($361.57K), and Goldman Sachs Group Inc. ($269.33K).

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

Institutional investors have sold a total of 10,050,990 shares in the last 24 months. This volume of shares sold represents approximately $319.00M in transactions.


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This page (NYSEARCA:SCHQ) was last updated on 10/24/2025 by MarketBeat.com Staff
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