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

Schwab Long-Term U.S. Treasury ETF logo
$28.62 +0.10 (+0.35%)
Closing price 04:10 PM Eastern
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$28.62 0.00 (0.00%)
As of 07:30 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)
94
Total
Institutional Inflows
(last 12 months)
$174.69M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$149.69M
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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
10/13/2026Downshift Financial LLC16,022$456K0.2%-30.6%0.048%
10/13/2026Fermata Advisors LLC67,260$1.91M0.4%-31.7%0.202%
10/9/2026DKM Wealth Management Inc.30,298$862K0.5%N/A0.091%
10/9/2026Attessa Capital LLC133,022$3.79M2.2%+0.3%0.401%
10/9/2026Galvin Gaustad & Stein LLC61,915$1.76M0.1%+22.1%0.186%
10/8/2026Farther Finance Advisors LLC5,569$158K0.0%-16.3%0.017%
10/5/2026Collective Family Office LLC16,928$482K0.1%-69.9%0.053%
9/23/2026Envestnet Portfolio Solutions Inc.37,103$1.16M0.0%-59.0%0.120%
9/23/2026Envestnet Asset Management Inc.1,385,488$43.37M0.0%-65.3%4.491%
9/9/2026Sequoia Financial Advisors LLC10,908$341K0.0%-82.5%0.041%
9/9/2026Tidal Investments LLC1,394,729$43.45M0.1%+106.3%5.263%
9/9/2026NorthRock Partners LLC16,265$509K0.0%-66.9%0.061%
9/9/2026Integrated Wealth Concepts LLC10,099$316K0.0%-53.9%0.038%
9/9/2026IFP Advisors Inc55,172$1.73M0.0%+77.5%0.208%
9/8/2026Waverly Advisors LLC18,299$573K0.0%-66.9%0.069%
9/2/2026Citadel Advisors LLC15,063$471K0.0%N/A0.057%
8/26/2026Principia Wealth Advisory LLC82,622$2.59M0.5%-37.4%0.312%
8/22/2026Compass Financial Management LLC50,314$1.58M0.2%N/A0.190%
8/22/2026Blalock Williams LLC7,942$249K0.2%N/A0.030%
8/21/2026Triumph Capital Management1,203$38K0.0%-81.0%0.005%
8/12/2026Compass Financial Management LLC50,314$1.58M0.2%N/A0.190%
8/12/2026C M Bidwell & Associates Ltd.3,940$97K0.0%N/A0.015%
7/10/2026Charles Schwab Trust Co89,892$2.81M0.2%+5.4%0.360%
7/10/2026Carolina Wealth Advisors LLC579,543$18.14M7.1%+2.7%2.323%
7/8/2026MFG Wealth Management Inc.78,530$2.46M1.8%+7.1%0.315%
7/8/2026Attessa Capital LLC132,650$4.15M1.9%+7.4%0.532%
7/8/2026Clark Asset Management LLC6,636$208K0.0%N/A0.027%
7/7/2026Fermata Advisors LLC98,434$3.08M0.6%+87.3%0.394%
7/6/2026Dogwood Wealth Management LLC1,920$60K0.0%+1,049.7%0.008%
7/2/2026Collective Family Office LLC56,305$1.76M0.4%-29.0%0.232%
5/19/2026Bank of America Corp DE77,508$2.44M0.0%-5.4%0.269%
5/18/2026Royal Bank of Canada150,316$4.72M0.0%-1.8%0.521%
5/15/2026Windsor Advisory Group LLC880$28K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC55,220$1.74M0.0%-11.2%0.191%
5/14/2026Compound Planning Inc.7,375$232K0.0%N/A0.026%
5/13/2026Cetera Investment Advisers372,644$11.71M0.0%-25.0%1.292%
5/7/2026Scarborough Advisors LLC3,490$110K0.0%N/A0.012%
5/6/2026Frisch Financial Group Inc.31,820$1M0.2%N/A0.110%
5/6/2026Smart Money Group LLC34,937$1.10M0.3%+46.8%0.121%
5/5/2026Bank of New York Mellon Corp285,707$8.98M0.0%+102.5%0.990%
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5/5/2026SouthState Bank Corp2,990$94K0.0%N/A0.010%
5/5/2026Sanctuary Advisors LLC57,655$1.81M0.0%-19.7%0.200%
5/5/2026Wealthgarden F.S. LLC9,648$303K0.2%+18.7%0.033%
5/4/2026Bryn Mawr Trust Advisors LLC14,747$463K0.0%-17.5%0.051%
5/1/2026Sequoia Financial Advisors LLC62,304$1.96M0.0%-25.6%0.218%
4/29/2026Downshift Financial LLC21,048$658K0.3%+2.1%0.074%
4/28/2026WBH Advisory Inc.95,285$2.98M0.2%-25.8%0.335%
4/27/2026World Investment Advisors35,703$1.12M0.0%-38.0%0.125%
4/24/2026Keystone Global Partners LLC11,106$349K0.2%-66.8%0.039%
4/23/2026Sellwood Investment Partners LLC21,423$673K0.3%+19.8%0.075%
4/22/2026WT Wealth Management91,052$2.86M0.9%-4.4%0.321%
4/20/2026Ritholtz Wealth Management10,777$339K0.0%N/A0.038%
4/18/2026Faithward Advisors LLC36,545$1.15M0.2%+26.9%0.129%
3/13/2026World Investment Advisors57,577$1.83M0.0%N/A0.202%
3/11/2026Downshift Financial LLC20,614$654K0.4%N/A0.072%
2/19/2026Jacobs Equity LLC7,060$224K0.2%N/A0.025%
2/18/2026Quadrature Capital Ltd207,781$6.59M0.1%N/A0.729%
2/17/2026Cetera Investment Advisers497,042$15.76M0.0%+75.6%1.744%
2/17/2026GeoWealth Management LLC10,257$325K0.0%+95.5%0.036%
2/17/2026Osaic Holdings Inc.19,082$605K0.0%-57.8%0.067%
2/17/2026Regal Investment Advisors LLC30,226$958K0.1%+92.3%0.106%
2/17/2026Royal Bank of Canada153,084$4.85M0.0%-2.6%0.537%
2/17/2026L2 Asset Management LLC162,424$5.15M0.7%+3.3%0.570%
2/17/2026Faithward Advisors LLC28,796$913K0.1%-14.4%0.101%
2/16/2026MML Investors Services LLC1,645,892$52.18M0.1%+98.4%5.775%
2/16/2026Mariner LLC7,288$231K0.0%-14.6%0.026%
2/16/2026Atlas Capital Advisors Inc.1,606$51K0.0%N/A0.006%
2/16/2026Aptus Capital Advisors LLC3,549$113K0.0%+68.7%0.012%
2/13/2026Kestra Advisory Services LLC1,426$45K0.0%N/A0.005%
2/13/2026Transamerica Financial Advisors LLC9,066$287K0.0%+187.4%0.032%
2/13/2026Smartleaf Asset Management LLC1,406$45K0.0%-48.8%0.005%
2/13/2026Granville Capital Inc.23,601$748K0.4%N/A0.083%
2/13/2026Ausdal Financial Partners Inc.6,499$206K0.0%N/A0.023%
2/13/2026Wells Fargo & Company MN337,890$10.71M0.0%+968.6%1.186%
2/13/2026Summit Financial LLC87,957$2.79M0.0%+7.1%0.309%
2/12/2026Jane Street Group LLC39,813$1.26M0.0%N/A0.140%
2/12/2026HRT Financial LP9,394$297K0.0%N/A0.033%
2/12/2026Orion Porfolio Solutions LLC19,536$619K0.0%N/A0.069%
2/12/2026Commonwealth Equity Services LLC25,476$808K0.0%+56.4%0.089%
2/11/2026LPL Financial LLC1,904,417$60.37M0.0%+108.3%6.682%
2/11/2026O Shaughnessy Asset Management LLC16,955$537K0.0%N/A0.059%
2/11/2026JPMorgan Chase & Co.601,927$19.08M0.0%+60.4%2.112%
2/11/2026Invst LLC52,431$1.66M0.2%+95.1%0.184%
2/11/2026Wealthgarden F.S. LLC8,128$260K0.2%+12.9%0.029%
2/10/2026Goldman Sachs Group Inc.279,233$8.85M0.0%-46.1%0.980%
2/10/2026Sfmg LLC477,113$15.12M1.0%+14.1%1.674%
2/10/2026Principia Wealth Advisory LLC88,663$2.81M0.7%+75.5%0.311%
2/10/2026Foundations Investment Advisors LLC43,844$1.39M0.0%+13.1%0.154%
2/6/2026PNC Financial Services Group Inc.797$25K0.0%+229.3%0.003%
2/6/2026Envestnet Portfolio Solutions Inc.127,034$4.03M0.0%+121.6%0.446%
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2/5/2026Thrivent Financial for Lutherans203,304$6.45M0.0%N/A0.713%
2/4/2026World Investment Advisors57,577$1.83M0.0%N/A0.202%
2/4/2026Centric Wealth Management154,996$4.87M1.0%+4.0%0.544%
2/3/2026Van Strum & Towne Inc.34,681$1.10M0.3%-7.2%0.122%
2/3/2026Sequoia Financial Advisors LLC83,780$2.66M0.0%+44.3%0.294%
2/3/2026Total Investment Management Inc.14,609$463K0.1%-16.2%0.051%
2/2/2026WT Wealth Management95,197$3.02M0.9%+1.8%0.334%
2/2/2026Mutual Advisors LLC59,673$1.89M0.0%-2.4%0.209%
1/30/2026Smart Money Group LLC23,806$755K0.2%+29.7%0.084%
1/30/2026Strategic Blueprint LLC21,303$675K0.0%+42.4%0.075%


SCHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 institutional investors and hedge funds held shares of Schwab Long-Term U.S. Treasury ETF. The most heavily invested institutionals were LPL Financial LLC ($60.37M), MML Investors Services LLC ($52.18M), Tidal Investments LLC ($43.45M), Envestnet Asset Management Inc. ($43.37M), Mirae Asset Global Investments Co. Ltd. ($40.68M), JPMorgan Chase & Co. ($19.08M), and Carolina Wealth Advisors LLC ($18.14M).Learn more on Schwab Long-Term U.S. Treasury ETF's institutional investors.

Of the 139 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. ($2.97M), LPL Financial LLC ($1.75M), MML Investors Services LLC ($949.56K), Mirae Asset Global Investments Co. Ltd. ($792.36K), Tidal Investments LLC ($742.85K), Werba Rubin Papier Wealth Management ($632.81K), and Carolina Wealth Advisors LLC ($601.06K).

Institutional investors have bought a total of 5,521,769 shares in the last 24 months. This purchase volume represents approximately $174.69M in transactions.

Of the 52 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: Envestnet Asset Management Inc. ($2.73M), Faithward Advisors LLC ($396.65K), Tidal Investments LLC ($242.45K), Goldman Sachs Group Inc. ($239.06K), Ameriprise Financial Inc. ($131.20K), Cetera Investment Advisers ($124.40K), and Mirae Asset Global Investments Co. Ltd. ($106.14K).

Institutional investors have sold a total of 4,747,858 shares in the last 24 months. This volume of shares sold represents approximately $149.69M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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