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

Schwab Long-Term U.S. Treasury ETF logo
$32.22 +0.35 (+1.10%)
Closing price 02/21/2025 04:10 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)
75
Total
Institutional Inflows
(last 12 months)
$148.62M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$199.15M
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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
2/19/2025 Invst LLC8,930$281K0.0%-51.6%0.045%
2/17/2025 Kaizen Financial Strategies123,441$3.88M2.2%+2.9%0.628%
2/17/2025 Cetera Investment Advisers41,879$1.32M0.0%-45.9%0.213%
2/17/2025 Bank of America Corp DE79,094$2.49M0.0%-96.7%0.403%
2/17/2025 Ameriprise Financial Inc.308,601$9.70M0.0%+8.8%1.570%
2/17/2025 Aptus Capital Advisors LLC2,533$80K0.0%N/A0.013%
2/14/2025 Jane Street Group LLC68,647$2.16M0.0%+160.6%0.349%
2/14/2025 Bolthouse Investments LLC14,541$457K0.4%N/A0.074%
2/14/2025 IHT Wealth Management LLC10,190$320K0.0%-49.9%0.052%
2/14/2025 MML Investors Services LLC216,127$6.79M0.0%-52.7%1.100%
2/14/2025 GeoWealth Management LLC1,662$52K0.0%-52.8%0.008%
2/14/2025 Concourse Financial Group Securities Inc.55,546$1.75M0.1%-40.1%0.283%
2/13/2025 Faithward Advisors LLC413,796$13.01M2.2%+0.7%2.106%
2/13/2025 Envestnet Asset Management Inc.831,212$26.13M0.0%-54.7%4.230%
2/13/2025 Oarsman Capital Inc.2,629$83K0.0%N/A0.013%
2/12/2025 Centric Wealth Management126,975$3.99M1.1%-15.1%0.646%
2/12/2025 National Bank of Canada FI37,400$1.18M0.0%N/A0.190%
2/12/2025 JPMorgan Chase & Co.133,375$4.19M0.0%-51.2%0.679%
2/12/2025 Sellwood Investment Partners LLC14,914$469K0.3%N/A0.076%
2/11/2025 LPL Financial LLC249,991$7.86M0.0%+0.8%1.272%
2/11/2025 Sfmg LLC274,564$8.63M0.7%-56.8%1.397%
2/11/2025 Antonelli Financial Advisors LLC40,056$1.26M1.1%N/A0.204%
2/11/2025 TAP Consulting LLC85,319$2.68M0.5%+4.7%0.434%
2/11/2025 Stokes Family Office LLC137,755$4.33M0.5%+15.2%0.701%
2/10/2025 Thrivent Financial for Lutherans14,856$467K0.0%-54.1%0.076%
2/10/2025 Envestnet Portfolio Solutions Inc.99,152$3.12M0.0%-45.7%0.505%
2/10/2025 Van Strum & Towne Inc.36,306$1.14M0.0%+17.3%0.185%
2/10/2025 Commonwealth Equity Services LLC7,671$241K0.0%+19.8%0.039%
2/7/2025 Prosperity Wealth Management Inc.26,808$843K0.3%-14.1%0.136%
2/7/2025 Tortoise 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%
2/6/2025 Raymond James Financial Inc.355,815$11.18M0.0%N/A1.811%
2/6/2025 Exencial Wealth Advisors LLC8,248$259K0.0%-22.4%0.042%
2/6/2025 Jones Financial Companies Lllp862$27K0.0%N/A0.004%
2/5/2025 Fisher Asset Management LLC18,069$568K0.0%N/A0.092%
2/5/2025 WT Wealth Management103,196$3.24M1.0%+0.6%0.525%
2/5/2025 Bryn Mawr Capital Management LLC25,731$809K0.0%-15.1%0.131%
2/4/2025 Bank of New York Mellon Corp102,019$3.21M0.0%+527.3%0.519%
2/4/2025 Northwest Capital Management Inc48,912$1.54M0.7%-50.1%0.249%
2/4/2025 IFP Advisors Inc20,353$640K0.0%+24.3%0.104%
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2/3/2025 Private Advisor Group LLC24,606$773K0.0%+16.2%0.125%
2/3/2025 Bryn Mawr Capital Management LLC76,951$2.42M0.1%+154.0%0.392%
2/3/2025 Werba Rubin Papier Wealth Management304,870$9.58M2.3%+41.8%1.552%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,298$292K0.0%N/A0.047%
1/31/2025 Atria Wealth Solutions Inc.9,288$292K0.0%-41.6%0.047%
1/31/2025 Total Investment Management Inc.2,831,956$89.01M12.5%+3.4%14.412%
1/31/2025 WBH Advisory Inc.40,216$1.26M0.1%-40.3%0.205%
1/30/2025 Valmark Advisers Inc.14,038$441K0.0%-23.2%0.071%
1/30/2025 Principal Securities Inc.182,593$5.74M0.1%-0.6%0.929%
1/30/2025 Bogart Wealth LLC1,300$41K0.0%-37.6%0.007%
1/30/2025 Attessa Capital LLC73,811$2.32M1.6%N/A0.376%
1/29/2025 C2P 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%
1/27/2025 Silver Oak Securities Incorporated35,520$1.12M0.1%+16.4%0.181%
1/27/2025 Mirae Asset Global Investments Co. Ltd.1,224,522$38.36M0.2%+23.9%6.232%
1/27/2025 Stratos Wealth Advisors LLC35,486$1.12M0.1%-47.6%0.181%
1/24/2025 EQ Wealth Advisors LLC28,489$895K0.8%N/A0.145%
1/24/2025 Clear Creek Financial Management LLC75,098$2.36M0.3%-5.7%0.382%
1/22/2025 Foundations Investment Advisors LLC30,804$968K0.0%+17.7%0.157%
1/17/2025 Galvin Gaustad & Stein LLC121,439$3.82M0.3%-3.1%0.618%
1/17/2025 Mutual 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%
1/13/2025 Brookstone Capital Management26,560$835K0.0%+360.9%0.135%
1/8/2025 Collective Family Office LLC76,148$2.39M0.7%-30.5%0.388%
12/26/2024 JPMorgan Chase & Co.273,557$9.57M0.0%+25.3%1.392%
11/25/2024 Tidal Investments LLC24,277$847K0.0%N/A0.124%
11/25/2024 Sfmg LLC635,242$22.23M1.8%-0.1%3.233%
11/19/2024 Invst LLC18,433$645K0.1%+59.5%0.094%
11/15/2024 MML Investors Services LLC456,967$15.99M0.1%+41.2%2.326%
11/15/2024 Jane Street Group LLC26,337$922K0.0%+7.9%0.134%
11/15/2024 IHT Wealth Management LLC20,328$713K0.0%+145.1%0.103%
11/14/2024 Flow Traders U.S. LLC49,260$1.72M0.1%-43.1%0.251%
11/14/2024 Centric Wealth Management149,615$4.84M1.2%N/A0.761%
11/8/2024 Roger Wittlin Investment Advisory LLC5,842$204K0.1%N/A0.030%
11/7/2024 Thrivent Financial for Lutherans32,384$1.13M0.0%+9.8%0.165%
11/7/2024 Claro Advisors LLC16,835$589K0.1%+36.2%0.086%
11/5/2024 Total Investment Management Inc.2,738,105$95.81M10.7%+6.9%13.934%
11/1/2024 Galvin Gaustad & Stein LLC125,290$4.38M0.4%+0.9%0.638%
10/31/2024Family Asset Management LLC25,822$904K0.5%+86.3%0.131%
10/29/2024 Clear Creek Financial Management LLC79,656$2.79M0.3%-1.1%0.405%
10/28/2024 Creative Financial Designs Inc. ADV13,488$472K0.0%+126.2%0.069%
10/28/2024 Focus Financial Network Inc.25,911$907K0.0%+45.1%0.132%
10/28/2024 Principal Securities Inc.183,757$6.43M0.2%-5.4%0.935%
10/25/2024 Mutual Advisors LLC48,633$1.61M0.0%+14.8%0.247%
10/25/2024 Valmark Advisers Inc.18,280$640K0.0%N/A0.093%
10/24/2024 Wealth Enhancement Advisory Services LLC411,495$14.40M0.0%+166.5%2.094%
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10/23/2024 Mirae Asset Global Investments Co. Ltd.988,684$34.75M0.2%+65.6%5.031%
10/23/2024 Silver Oak Securities Incorporated30,517$1.07M0.1%+4,316.4%0.155%
10/23/2024 Bogart Wealth LLC2,085$73K0.0%+60.4%0.011%
10/22/2024 Private Advisor Group LLC21,173$741K0.0%-17.5%0.108%
10/22/2024 WT Wealth Management102,603$3.45M0.8%N/A0.522%
10/21/2024 Foundations Investment Advisors LLC26,166$916K0.0%+67.9%0.133%
10/21/2024 Barden Capital Management Inc.39,595$1.39M1.2%+12.1%0.202%
10/19/2024 Werba Rubin Papier Wealth Management214,995$7.52M1.8%N/A1.094%
10/18/2024 Stratos Wealth Advisors LLC67,659$2.37M0.1%+1.4%0.344%
10/17/2024 Claro Advisors LLC13,501$472K0.0%+9.2%0.069%
(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, 114 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), Wealth Enhancement Advisory Services LLC ($14.40M), Faithward Advisors LLC ($13.01M), Raymond James Financial Inc. ($11.18M), 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 106 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 ($411.50K), 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 11,728,947 shares in the last 24 months. This purchase volume represents approximately $397.59M in transactions.

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

Of the 49 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 7,201,259 shares in the last 24 months. This volume of shares sold represents approximately $235.25M in transactions.


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This page (NYSEARCA:SCHQ) was last updated on 2/22/2025 by MarketBeat.com Staff
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