Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Buy SCHQ Stock  Free SCHQ Stock Alerts

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

Schwab Long-Term U.S. Treasury ETF logo
$31.61 -0.26 (-0.82%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$31.62 +0.00 (+0.02%)
As of 04/17/2025 04:21 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
78
Total
Institutional Inflows
(last 12 months)
$152.91M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$206.64M
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.

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
4/18/2025Prosperity Wealth Management Inc.32,970$1.08M0.5%+23.0%0.115%
4/16/2025 Wealth Enhancement Advisory Services LLC237,889$7.79M0.0%+37.4%0.832%
4/15/2025 Focus Financial Network Inc.7,101$233K0.0%-60.0%0.025%
4/15/2025 Attessa Capital LLC84,925$2.78M1.8%+15.1%0.297%
4/14/2025 Farther Finance Advisors LLC4,271$140K0.0%+213,450.0%0.015%
4/14/2025 Barden Capital Management Inc.43,490$1.43M1.3%+3.0%0.152%
4/14/2025 RDA Financial Network7,964$261K0.1%N/A0.028%
4/11/2025 Magnus Financial Group LLC15,439$506K0.0%N/A0.054%
4/10/2025 Charles Schwab Trust Co70,505$2.31M0.2%+5.0%0.247%
4/10/2025 Fermata Advisors LLC37,101$1.22M0.2%-12.2%0.130%
4/9/2025 Merit Financial Group LLC10,200$334K0.0%-7.4%0.036%
4/9/2025 Kaizen Financial Strategies126,810$4.15M2.4%+2.7%0.443%
4/7/2025 GAMMA Investing LLC1,016$31K0.0%N/A0.004%
4/3/2025 Versant Capital Management Inc1,161$38K0.0%N/A0.004%
4/3/2025 Collective Family Office LLC64,804$2.12M0.6%-14.9%0.227%
3/17/2025 Wealth 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%
2/17/2025 Kaizen 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%
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (Ad)

Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so. Musk has been quietly creating one of the most ambitious AI ventures in history.

For all the details - including the name and ticker of our #1 AI stock to buy right now - click here
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%
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%
2/7/2025 Barden 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%
2/5/2025WT Wealth Management103,196$3.24M1.0%+0.6%0.525%
2/5/2025Bryn Mawr Capital Management LLC25,731$809K0.0%-15.1%0.131%
2/4/2025Bank of New York Mellon Corp102,019$3.21M0.0%+527.3%0.519%
2/4/2025Northwest Capital Management Inc48,912$1.54M0.7%-50.1%0.249%
2/4/2025IFP Advisors Inc20,353$640K0.0%+24.3%0.104%
2/3/2025Private Advisor Group LLC24,606$773K0.0%+16.2%0.125%
2/3/2025Bryn Mawr Capital Management LLC76,951$2.42M0.1%+154.0%0.392%
2/3/2025Werba Rubin Papier Wealth Management304,870$9.58M2.3%+41.8%1.552%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,298$292K0.0%N/A0.047%
1/31/2025Atria Wealth Solutions Inc.9,288$292K0.0%-41.6%0.047%
1/31/2025Total Investment Management Inc.2,831,956$89.01M12.5%+3.4%14.412%
1/31/2025WBH Advisory Inc.40,216$1.26M0.1%-40.3%0.205%
1/30/2025Valmark Advisers Inc.14,038$441K0.0%-23.2%0.071%
1/30/2025Principal Securities Inc.182,593$5.74M0.1%-0.6%0.929%
1/30/2025Bogart Wealth LLC1,300$41K0.0%-37.6%0.007%
1/30/2025 Attessa Capital LLC73,811$2.32M1.6%N/A0.376%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,298$292K0.0%N/A0.047%
1/29/2025 Focus Financial Network Inc.17,744$558K0.0%-31.5%0.090%
1/27/2025Silver Oak Securities Incorporated35,520$1.12M0.1%+16.4%0.181%
1/27/2025Mirae Asset Global Investments Co. Ltd.1,224,522$38.36M0.2%+23.9%6.232%
1/27/2025Stratos Wealth Advisors LLC35,486$1.12M0.1%-47.6%0.181%
1/24/2025EQ Wealth Advisors LLC28,489$895K0.8%N/A0.145%
1/24/2025Clear Creek Financial Management LLC75,098$2.36M0.3%-5.7%0.382%
1/22/2025Foundations Investment Advisors LLC30,804$968K0.0%+17.7%0.157%
1/17/2025Galvin Gaustad & Stein LLC121,439$3.82M0.3%-3.1%0.618%
1/17/2025Mutual Advisors LLC51,501$1.62M0.0%+5.9%0.262%
1/16/2025 Charles Schwab Trust Co67,145$2.11M0.2%-6.9%0.342%
1/15/2025 Merit Financial Group LLC11,012$346K0.0%-31.5%0.056%
1/15/2025 Fermata Advisors LLC42,244$1.33M0.2%N/A0.215%
1/14/2025 Armstrong Advisory Group Inc.5,864$184K0.0%N/A0.030%
1/14/2025 Park Avenue Securities LLC46,904$1.47M0.0%-57.3%0.239%
1/13/2025Brookstone Capital Management26,560$835K0.0%+360.9%0.135%
1/8/2025 Collective Family Office LLC76,148$2.39M0.7%-30.5%0.388%
12/26/2024JPMorgan Chase & Co.273,557$9.57M0.0%+25.3%1.392%
11/25/2024Tidal Investments LLC24,277$847K0.0%N/A0.124%
11/25/2024Sfmg LLC635,242$22.23M1.8%-0.1%3.233%
11/19/2024Invst LLC18,433$645K0.1%+59.5%0.094%
11/15/2024MML Investors Services LLC456,967$15.99M0.1%+41.2%2.326%
Trump’s Secret Weapon (Ad)

Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's coming next. But here's the truth… This is just the beginning. Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better. Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times. Don't wait for the next crash to wipe you out. Act now.

Get Your FREE Presidential Transition Guide Today
11/15/2024Jane Street Group LLC26,337$922K0.0%+7.9%0.134%
11/15/2024IHT Wealth Management LLC20,328$713K0.0%+145.1%0.103%
11/14/2024Flow Traders U.S. LLC49,260$1.72M0.1%-43.1%0.251%
11/14/2024Centric Wealth Management149,615$4.84M1.2%N/A0.761%
11/8/2024Roger Wittlin Investment Advisory LLC5,842$204K0.1%N/A0.030%
11/7/2024Thrivent Financial for Lutherans32,384$1.13M0.0%+9.8%0.165%
11/7/2024Claro Advisors LLC16,835$589K0.1%+36.2%0.086%
11/5/2024Total Investment Management Inc.2,738,105$95.81M10.7%+6.9%13.934%
11/1/2024Galvin Gaustad & Stein LLC125,290$4.38M0.4%+0.9%0.638%
10/31/2024Family Asset Management LLC25,822$904K0.5%+86.3%0.131%
(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, 117 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. ($89.01M), Mirae Asset Global Investments Co. Ltd. ($38.36M), Envestnet Asset Management Inc. ($26.13M), Faithward Advisors LLC ($13.01M), Raymond James Financial Inc. ($11.18M), Charles Schwab Investment Management Inc. ($11.09M), and Sykon Capital LLC ($10.81M).Learn more on SCHQ's institutional investors.

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

Of the 110 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. ($1.98M), Envestnet Asset Management Inc. ($1.62M), Mirae Asset Global Investments Co. Ltd. ($838.80K), Sfmg LLC ($673.50K), CWM LLC ($512.56K), Wealth Enhancement Advisory Services LLC ($476.22K), and Raymond James Financial Inc. ($355.82K).

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

Institutional investors have bought a total of 11,980,171 shares in the last 24 months. This purchase volume represents approximately $405.55M in transactions.

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

Of the 51 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: Bank of America Corp DE ($2.29M), Envestnet Asset Management Inc. ($1.39M), David R. Rahn & Associates Inc. ($697.82K), Northwest Capital Management Inc ($476.82K), CWM LLC ($409.83K), Sfmg LLC ($398.94K), 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 7,467,527 shares in the last 24 months. This volume of shares sold represents approximately $243.66M in transactions.


Related Companies

This page (NYSEARCA:SCHQ) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
100-year-old investment secret predicts what?!
A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...
Weiss Ratings | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Read before the next tariff announcement
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored