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

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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)
64
Total
Institutional Inflows
(last 12 months)
$252.60M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$37.89M
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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
4/23/2024 Strategic Blueprint LLC7,826$264K0.0%+4.5%0.040%
4/23/2024 Raymond James Financial Services Advisors Inc.292,520$9.87M0.0%+7.2%1.496%
4/18/2024 Silverlake Wealth Management LLC9,945$335K0.2%+4.9%0.051%
4/18/2024 Park Place Capital Corp1,643$55K0.0%-41.1%0.008%
4/18/2024 Claro Advisors LLC21,746$733K0.1%-53.0%0.111%
4/16/2024 Total Investment Management Inc.2,530,990$85.37M10.7%+0.8%12.946%
4/16/2024 OneAscent Wealth Management LLC25,900$874K0.3%-17.6%0.132%
4/16/2024 Wealth Enhancement Advisory Services LLC17,129$578K0.0%N/A0.088%
4/15/2024 Brookstone Capital Management18,327$618K0.0%-20.8%0.094%
4/12/2024 Charles Schwab Trust Co62,716$2.12M0.2%+47.5%0.321%
4/11/2024 RDA Financial Network8,856$299K0.1%-7.8%0.082%
4/10/2024 Park Avenue Securities LLC93,003$3.14M0.0%-8.7%0.857%
4/9/2024 Northwest Capital Management Inc499,232$16.84M5.4%-1.4%4.601%
4/9/2024 Collective Family Office LLC102,028$3.44M1.1%+163.5%0.940%
3/1/2024Pineridge Advisors LLC2,235$78K0.0%N/A0.021%
2/29/2024Scarborough Advisors LLC3,009$106K0.0%N/A0.028%
2/29/2024Tortoise Investment Management LLC2,400$84K0.0%+64.9%0.022%
2/13/2024Envestnet Asset Management Inc.1,622,730$56.93M0.0%+164.6%14.956%
2/13/2024Exencial Wealth Advisors LLC6,000$210K0.0%N/A0.055%
2/13/2024Beacon Bridge Wealth Partners LLC105,646$3.71M1.8%+43.4%0.974%
2/13/2024Belpointe Asset Management LLC21,807$765K0.1%-5.7%0.201%
2/12/2024Focus Financial Network Inc. ADV20,243$710K0.0%N/A0.187%
2/9/2024TSA Wealth Managment LLC11,726$411K0.2%N/A0.108%
2/8/2024Hayek Kallen Investment Management9,850$346K0.1%+5.3%0.091%
2/8/2024Tortoise Investment Management LLC900$30K0.0%-38.1%0.008%
2/8/2024Greenup Street Wealth Management LLC25,138$882K0.2%+6.3%0.232%
2/7/2024Envestnet Portfolio Solutions Inc.206,878$7.26M0.0%+202.0%1.907%
2/7/2024Invst LLC11,346$384K0.0%N/A0.105%
2/7/2024Acorn Wealth Advisors LLC29,609$1.04M0.6%+7.3%0.273%
2/7/2024Principal Securities Inc.168,478$5.91M0.2%N/A1.553%
2/7/2024Concourse Financial Group Securities Inc.123,139$4.32M0.3%+139.3%1.135%
2/6/2024Pacific Capital Wealth Advisors Inc.3,982$140K0.0%N/A0.037%
2/6/2024Charles Schwab Investment Management Inc.316,212$11.09M0.0%+1.3%2.914%
2/6/2024Family Asset Management LLC43,862$1.54M1.0%+33.9%0.404%
2/6/2024Lincoln National Corp22,146$777K0.0%N/A0.204%
2/6/2024Merit Financial Group LLC27,294$957K0.0%N/A0.252%
2/6/2024Stokes Family Office LLC175,291$6.15M0.8%+11.6%1.616%
2/6/2024Smart Money Group LLC50,306$1.77M0.8%N/A0.464%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC9,240$324K0.0%N/A0.085%
2/5/2024Choreo LLC13,500$474K0.0%N/A0.124%
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2/5/2024Silver Oak Securities Incorporated7,467$262K0.0%+5.6%0.069%
2/5/2024Magnus Financial Group LLC12,015$421K0.1%N/A0.111%
2/2/2024 Total Investment Management Inc.2,510,870$88.08M11.2%+3.4%23.142%
2/2/2024Bryn Mawr Capital Management LLC71,939$2.52M0.2%N/A0.663%
2/2/2024Atria Wealth Solutions Inc.10,340$363K0.0%N/A0.095%
2/1/2024 Northwest Capital Management Inc506,542$17.77M6.0%+122.2%4.669%
2/1/2024 CWM LLC500,872$17.57M0.1%+127.0%4.616%
1/30/2024Sfmg LLC655,029$22.98M2.1%-2.7%6.037%
1/25/2024 Strategic Blueprint LLC7,488$263K0.0%N/A0.069%
1/24/2024 Stratos Wealth Advisors LLC100,478$3.53M0.2%+85.9%0.926%
1/24/2024 Park Place Capital Corp2,788$98K0.0%N/A0.026%
1/24/2024Clear Creek Financial Management LLC83,377$2.93M0.5%-0.8%0.768%
1/22/2024 Silverlake Wealth Management LLC9,479$333K0.2%N/A0.087%
1/22/2024 Claro Advisors LLC46,272$1.62M0.4%+144.3%0.426%
1/18/2024Kaizen Financial Strategies93,942$3.30M2.5%+9.8%0.866%
1/16/2024 Raymond James Financial Services Advisors Inc.272,925$9.57M0.0%+4.7%2.515%
1/12/2024Mutual Advisors LLC31,432$1.10M0.0%+56.2%0.290%
1/12/2024 RDA Financial Network9,603$337K0.1%N/A0.089%
1/11/2024 Brookstone Capital Management23,126$811K0.0%N/A0.213%
1/11/2024 Galvin Gaustad & Stein LLC83,494$2.93M0.3%+46.1%0.770%
1/11/2024 OneAscent Wealth Management LLC31,429$1.10M0.4%N/A0.290%
1/10/2024Creative Financial Designs Inc. ADV3,525$124K0.0%N/A0.032%
1/10/2024 Sound Income Strategies LLC3,449$121K0.0%N/A0.032%
1/10/2024 Charles Schwab Trust Co42,530$1.49M0.1%+15.4%0.392%
1/9/2024 WBH Advisory Inc.99,833$3.50M0.4%+111.8%0.920%
1/9/2024 Collective Family Office LLC38,725$1.36M0.5%N/A0.357%
12/6/2023 David R. Rahn & Associates Inc.21,240$673K0.3%-68.7%0.196%
11/20/2023Silver Oak Securities Incorporated7,071$224K0.0%-91.7%0.065%
11/16/2023Belpointe Asset Management LLC23,113$732K0.1%-2.0%0.213%
11/14/2023Beacon Bridge Wealth Partners LLC73,693$2.34M1.2%N/A0.679%
11/14/2023Mutual Advisors LLC20,129$638K0.0%+2.9%0.186%
11/13/2023Stokes Family Office LLC157,110$4.98M0.6%+40.7%1.448%
11/13/2023Envestnet Asset Management Inc.613,337$19.43M0.0%+48.8%5.653%
11/13/2023Envestnet Portfolio Solutions Inc.68,494$2.17M0.0%N/A0.631%
11/8/2023Charles Schwab Investment Management Inc.312,083$9.89M0.0%+0.5%2.876%
11/8/2023Greenup Street Wealth Management LLC23,649$749K0.2%N/A0.218%
11/8/2023Van Strum & Towne Inc.28,317$897K0.4%+2.1%0.261%
11/7/2023Hayek Kallen Investment Management9,350$296K0.1%N/A0.086%
11/7/2023Acorn Wealth Advisors LLC27,590$874K0.5%N/A0.254%
11/6/2023Sfmg LLC673,501$21.34M2.2%N/A6.207%
11/2/2023Family Asset Management LLC32,757$1.04M0.8%+8.7%0.302%
10/26/2023 Park Avenue Securities LLC39,302$1.25M0.0%+31.2%0.362%
10/24/2023 Total Investment Management Inc.2,429,213$76.96M11.0%+177.1%22.389%
10/24/2023 Stratos Wealth Advisors LLC54,044$1.71M0.1%+4.6%0.498%
10/24/2023 Raymond James Financial Services Advisors Inc.260,727$8.26M0.0%+11.6%2.403%
10/24/2023Clear Creek Financial Management LLC84,020$2.66M0.5%-1.2%0.774%
10/20/2023 Charles Schwab Trust Co36,859$1.17M0.1%+16.5%0.340%
10/18/2023 Galvin Gaustad & Stein LLC57,131$1.81M0.2%+16.1%0.527%
10/12/2023 SeaCrest Wealth Management LLC9,227$292K0.0%+41.5%0.085%
10/11/2023 CWM LLC220,601$6.99M0.0%-5.0%2.033%
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10/10/2023 Northwest Capital Management Inc227,961$7.22M2.8%-4.9%2.101%
8/10/2023Cetera Investment Advisers27,837$1.01M0.0%N/A0.257%
8/9/2023Flow Traders U.S. LLC19,657$713K0.0%-75.3%0.181%
8/9/2023Barden Capital Management Inc.28,291$1.03M1.1%-26.0%0.261%
8/9/2023Van Strum & Towne Inc.27,742$1.01M0.4%+302.1%0.256%
8/8/2023 Claro Advisors LLC13,409$487K0.1%N/A0.124%
8/8/2023Kaizen Financial Strategies65,950$2.35M2.0%+6.3%0.608%
8/4/2023Envestnet Asset Management Inc.412,159$14.96M0.0%N/A3.799%
8/3/2023 Northwest Capital Management Inc239,648$8.70M3.6%-3.0%2.209%
8/3/2023 CWM LLC232,288$8.43M0.1%N/A2.141%
(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, 73 institutional investors and hedge funds held shares of Schwab Long-Term U.S. Treasury ETF. The most heavily invested institutionals were Total Investment Management Inc. ($85.37M), Envestnet Asset Management Inc. ($56.93M), Ambassador Advisors LLC ($29.96M), Sfmg LLC ($22.98M), CWM LLC ($17.57M), Northwest Capital Management Inc ($16.84M), and Charles Schwab Investment Management Inc. ($11.09M).Learn more on SCHQ's institutional investors.

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

Of the 72 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: Total Investment Management Inc. ($2.54M), Envestnet Asset Management Inc. ($1.62M), David R. Rahn & Associates Inc. ($1.07M), Ambassador Advisors LLC ($850.19K), Sfmg LLC ($673.50K), CWM LLC ($512.56K), and Northwest Capital Management Inc ($423.32K).

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

Institutional investors have bought a total of 10,562,141 shares in the last 24 months. This purchase volume represents approximately $369.03M in transactions.

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

Of the 22 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: David R. Rahn & Associates Inc. ($701.84K), Stokes Family Office LLC ($95.75K), Flow Traders U.S. LLC ($81.71K), Silver Oak Securities Incorporated ($78.28K), Northwest Capital Management Inc ($41.98K), Charles Schwab Trust Co ($41.57K), and IMC Chicago LLC ($38.08K).

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

Institutional investors have sold a total of 1,174,903 shares in the last 24 months. This volume of shares sold represents approximately $42.68M in transactions.


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This page (NYSEARCA:SCHQ) was last updated on 4/26/2024 by MarketBeat.com Staff

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