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

Schwab Long-Term U.S. Treasury ETF logo
$32.95
+0.46 (+1.42%)
(As of 11/4/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$215.88M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$60.91M
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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
11/1/2024 Galvin Gaustad & Stein LLC125,290$4.38M0.4%+0.9%0.638%
10/31/2024 Family 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%
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%
10/19/2024Werba Rubin Papier Wealth Management214,995$7.52M1.8%N/A1.094%
10/18/2024Stratos Wealth Advisors LLC67,659$2.37M0.1%+1.4%0.344%
10/17/2024Claro Advisors LLC13,501$472K0.0%+9.2%0.069%
10/16/2024 Greenup Street Wealth Management LLC32,011$1.12M0.2%+19.4%0.163%
10/16/2024 B.O.S.S. Retirement Advisors LLC149,557$5.23M1.1%N/A0.761%
10/15/2024 Magnus Financial Group LLC8,730$305K0.0%+36.7%0.044%
10/10/2024 Concourse Financial Group Securities Inc.92,743$3.25M0.2%+16.7%0.472%
10/10/2024 Silverlake Wealth Management LLC10,676$374K0.1%+8.7%0.054%
10/9/2024 TAP Consulting LLC81,454$2.85M0.6%+5.7%0.415%
10/9/2024 Charles Schwab Trust Co72,121$2.52M0.2%+58.4%0.367%
10/9/2024 Worth Asset Management LLC25,446$890K0.5%N/A0.129%
10/8/2024 CWM LLC59,503$2.08M0.0%-85.4%0.303%
10/8/2024 Northwest Capital Management Inc98,104$3.43M1.2%-77.4%0.499%
10/8/2024 Brookstone Capital Management5,763$202K0.0%-47.0%0.029%
10/5/2024 Collective Family Office LLC109,530$3.83M1.0%+64.4%0.557%
10/3/2024 Park Avenue Securities LLC109,836$3.84M0.0%+69.3%0.559%
8/22/2024Cetera Investment Advisers59,527$1.95M0.0%-27.8%0.303%
8/16/2024Regal Investment Advisors LLC11,574$380K0.0%-26.6%0.059%
8/16/2024Invst LLC11,554$372K0.0%-19.5%0.059%
8/16/2024NewEdge Advisors LLC119,394$3.92M0.0%-16.8%0.608%
8/14/2024Sfmg LLC636,130$20.87M1.8%-0.9%3.237%
8/13/2024Thrivent Financial for Lutherans29,489$968K0.0%-17.7%0.150%
8/8/2024Envestnet Asset Management Inc.1,270,916$41.70M0.0%-23.3%6.468%
8/8/2024Sykon Capital LLC329,395$10.81M4.1%N/A1.676%
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8/8/2024Wealthgarden F.S. LLC7,607$250K0.3%N/A0.039%
8/7/2024Total Investment Management Inc.2,560,584$84.01M11.0%+1.2%13.031%
8/6/2024 TAP Consulting LLC77,071$2.53M0.5%N/A0.392%
8/5/2024 Private Advisor Group LLC25,656$842K0.0%+37.5%0.131%
8/2/2024Larson Financial Group LLC794$26K0.0%N/A0.004%
8/2/2024 Foundations Investment Advisors LLC15,585$511K0.0%+58.1%0.079%
8/2/2024Beacon Bridge Wealth Partners LLC165,256$5.42M2.5%+39.7%0.841%
8/2/2024 Magnus Financial Group LLC6,388$210K0.0%-45.1%0.033%
8/1/2024 Family Asset Management LLC13,862$455K0.3%-62.5%0.071%
8/1/2024Claro Advisors LLC12,363$406K0.1%-43.1%0.063%
7/31/2024Commonwealth Equity Services LLC7,880$259K0.0%+32.9%0.040%
7/30/2024 Bryn Mawr Capital Management LLC32,037$1.05M0.1%-21.6%0.163%
7/27/2024 Leisure Capital Management13,161$432K0.2%N/A0.067%
7/26/2024Bank of New York Mellon Corp9,893$325K0.0%+8.2%0.050%
7/26/2024Van Strum & Towne Inc.28,846$946K0.3%+6.4%0.147%
7/25/2024 Clear Creek Financial Management LLC80,582$2.64M0.3%-2.0%0.410%
7/23/2024 Concourse Financial Group Securities Inc.79,504$2.61M0.2%-29.7%0.405%
7/22/2024 Focus Financial Network Inc.17,853$600K0.0%-6.3%0.091%
7/18/2024 Brookstone Capital Management10,875$366K0.0%-40.7%0.055%
7/17/2024 Galvin Gaustad & Stein LLC124,139$4.07M0.4%+9.9%0.632%
7/16/2024 Envestnet Portfolio Solutions Inc.157,707$5.17M0.0%-32.8%0.803%
7/16/2024 Wealth Enhancement Advisory Services LLC154,416$5.07M0.0%+801.5%0.786%
7/11/2024 WBH Advisory Inc.58,143$1.91M0.2%-30.5%0.296%
7/10/2024 CWM LLC406,844$13.35M0.1%-11.1%2.070%
7/9/2024 Park Avenue Securities LLC64,882$2.13M0.0%-30.2%0.330%
7/9/2024 Northwest Capital Management Inc434,866$14.27M5.2%-12.9%2.213%
7/5/2024 Collective Family Office LLC66,643$2.19M0.6%-34.7%0.339%
7/5/2024Stokes Family Office LLC157,255$5.16M0.6%+0.6%0.800%
5/24/2024Cetera Advisors LLC9,038$305K0.0%-11.9%0.046%
5/24/2024Cetera Investment Advisers82,477$2.78M0.0%+41.0%0.420%
5/24/2024Invst LLC14,348$474K0.1%+26.5%0.073%
5/9/2024 Barden Capital Management Inc.33,305$1.12M1.1%-12.0%0.170%
5/7/2024Sfmg LLC641,609$21.64M1.9%-2.0%3.274%
5/7/2024Stokes Family Office LLC156,315$5.27M0.7%-10.8%0.798%
5/6/2024 Envestnet Portfolio Solutions Inc.234,831$7.92M0.0%+13.5%1.198%
5/4/2024Beacon Bridge Wealth Partners LLC118,273$3.99M1.9%+12.0%0.603%
5/2/2024 Mutual Advisors LLC41,984$1.42M0.0%+33.6%0.214%
5/2/2024 Bryn Mawr Capital Management LLC40,841$1.38M0.1%-43.2%0.208%
5/1/2024 Mirae Asset Global Investments Co. Ltd.211,294$7.13M0.0%N/A1.078%
5/1/2024 Concourse Financial Group Securities Inc.113,156$3.82M0.2%-8.1%0.577%
4/30/2024 Private Advisor Group LLC18,659$629K0.0%N/A0.095%
4/26/2024Acorn Wealth Advisors LLC34,202$1.15M0.6%+15.5%0.175%
4/26/2024 Clear Creek Financial Management LLC82,213$2.77M0.4%-1.4%0.421%
4/23/2024 Strategic Blueprint LLC7,826$264K0.0%+4.5%0.040%
4/23/2024Raymond 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%
4/18/2024Claro Advisors LLC21,746$733K0.1%-53.0%0.111%
4/16/2024Total Investment Management Inc.2,530,990$85.37M10.7%+0.8%12.946%
4/16/2024OneAscent Wealth Management LLC25,900$874K0.3%-17.6%0.132%
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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%
2/29/2024 Scarborough Advisors LLC3,009$106K0.0%N/A0.028%
2/29/2024Tortoise Investment Management LLC2,400$84K0.0%+64.9%0.022%
(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, 88 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. ($84.01M), Envestnet Asset Management Inc. ($41.70M), Mirae Asset Global Investments Co. Ltd. ($34.75M), Ambassador Advisors LLC ($29.96M), Sfmg LLC ($20.87M), Wealth Enhancement Advisory Services LLC ($14.40M), 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 83 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. ($2.57M), Envestnet Asset Management Inc. ($1.62M), Ambassador Advisors LLC ($850.19K), David R. Rahn & Associates Inc. ($719.06K), Sfmg LLC ($673.50K), Mirae Asset Global Investments Co. Ltd. ($602.96K), and CWM LLC ($512.56K).

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

Institutional investors have bought a total of 12,354,468 shares in the last 24 months. This purchase volume represents approximately $425.03M in transactions.

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

Of the 36 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. ($697.82K), Northwest Capital Management Inc ($443.11K), CWM LLC ($409.83K), Envestnet Asset Management Inc. ($386.35K), Stokes Family Office LLC ($114.73K), Silver Oak Securities Incorporated ($78.28K), and Envestnet Portfolio Solutions Inc. ($77.12K).

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

Institutional investors have sold a total of 2,703,722 shares in the last 24 months. This volume of shares sold represents approximately $93.95M in transactions.


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This page (NYSEARCA:SCHQ) was last updated on 11/5/2024 by MarketBeat.com Staff
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