Who Owns Schwab Long-Term U.S. Treasury ETF (SCHQ)?Hedge Fund & Institutional Holders

$31.42-0.13 (-0.41%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9100060000520006e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$30.46$31.84$33.22$34.60$35.98Sep 24Jun 25Mar 26

SCHQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+6.1M+$191.0M
Mirae Asset Global Investments Co., Ltd.New Position+1.3M+$40.7M
Werba Rubin Papier Wealth ManagementNew Position+483K+$15.3M
PARK AVENUE SECURITIES LLCNew Position+389K+$12.3M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+203K+$6.0M
Sanctuary Advisors, LLCNew Position+177K+$5.7M
Beacon Bridge Wealth Partners, LLCNew Position+175K+$5.5M
Centric Wealth ManagementNew Position+155K+$4.9M
Principia Wealth Advisory, LLCNew Position+139K+$4.4M
WBH ADVISORY INCNew Position+129K+$4.1M
Bank of New York Mellon CorpNew Position+141K+$4.0M
GTS SECURITIES LLCNew Position+153K+$4.0M
Envestnet Portfolio Solutions, Inc.New Position+127K+$4.0M
Attessa Capital LLCNew Position+124K+$3.9M
WT Wealth ManagementNew Position+95K+$3.0M

SCHQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-140K-$19.8B
Carolina Wealth Advisors, LLCDecreased-6K-$18.9B
GOLDMAN SACHS GROUP INCDecreased-239K-$16.7B
Tidal Investments LLCDecreased-126K-$14.3B
RAYMOND JAMES FINANCIAL INCDecreased-325K-$12.0B
NATIONAL BANK OF CANADA /FI/Closed Position-183K-$5.9B
ROYAL BANK OF CANADADecreased-4K-$5.1B
Capitolis Liquid Global Markets LLCClosed Position-140K-$4.5B
Kaizen Financial StrategiesDecreased-12K-$4.3B
BANK OF AMERICA CORP /DE/Decreased-14K-$3.1B
MFG WEALTH MANAGEMENT, INC.Decreased-454-$2.3B
CITADEL ADVISORS LLCClosed Position-63K-$2.0B
OSAIC HOLDINGS, INC.Decreased-26K-$1.5B
Faithward Advisors, LLCDecreased-5K-$1.1B
Clear Creek Financial Management, LLCClosed Position-28K-$917.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC6,051,210$191.0M0.06%Share
2LPL Financial LLC1,904,417$60.0M0.02%Share
3MML INVESTORS SERVICES, LLC1,645,892$52.0M0.13%Share
4Mirae Asset Global Investments Co., Ltd.1,283,242$40.7M0.11%Share
5JPMORGAN CHASE & CO601,869$19.0M0.00%Share
6Carolina Wealth Advisors, LLC579,689$18.4M8.19%Share
7Werba Rubin Papier Wealth Management482,748$15.3M4.15%Share
8SFMG, LLC477,113$15.1M1.01%Share
9MORGAN STANLEY473,948$15.0M0.00%Share
10Cetera Investment Advisers497,042$15.0M0.02%Share
11PARK AVENUE SECURITIES LLC388,612$12.3M0.10%Share
12Tidal Investments LLC317,293$10.0M0.02%Share
13WELLS FARGO & COMPANY/MN299,444$9.0M0.00%Share
14GOLDMAN SACHS GROUP INC279,233$8.0M0.00%Share
15THRIVENT FINANCIAL FOR LUTHERANS203,304$6.0M0.01%Share
16Beacon Bridge Wealth Partners, LLC174,868$5.5M1.84%Share
17AMERIPRISE FINANCIAL INC159,077$5.0M0.00%Share
18L2 Asset Management, LLC162,424$5.0M0.67%Share
19Centric Wealth Management154,996$4.9M1.03%Share
20WBH ADVISORY INC128,500$4.1M0.30%Share
21Envestnet Portfolio Solutions, Inc.127,034$4.0M0.01%Share
22ROYAL BANK OF CANADA152,729$4.0M0.00%Share
23GTS SECURITIES LLC152,644$4.0M0.14%Share
24Bank of New York Mellon Corp140,674$4.0M0.00%Share
25Attessa Capital LLC124,331$3.9M2.15%Share
26Kaizen Financial Strategies120,863$3.8M1.69%Share
27WT Wealth Management95,197$3.0M0.87%Share
28Principia Wealth Advisory, LLC88,663$2.8M1.76%Share
29COLLECTIVE FAMILY OFFICE LLC84,297$2.7M0.61%Share
30Sequoia Financial Advisors, LLC83,780$2.7M0.01%Share
31Galvin, Gaustad & Stein, LLC76,830$2.4M0.19%Share
32Sanctuary Advisors, LLC71,819$2.3M0.01%Share
33MFG WEALTH MANAGEMENT, INC.70,060$2.2M1.73%Share
34Charles Schwab Trust Co68,832$2.2M0.14%Share
35Summit Financial, LLC87,957$2.0M0.03%Share
36BANK OF NOVA SCOTIA68,200$2.0M0.00%Share
37NorthRock Partners, LLC65,689$2.0M0.03%Share
38Mutual Advisors, LLC59,673$1.9M0.04%Share
39World Investment Advisors57,577$1.8M0.03%Share
40Invst, LLC52,431$1.7M0.18%Share
41Fermata Advisors, LLC52,303$1.7M0.40%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC51,418$1.6M0.00%Share
43Principia Wealth Advisory, LLC50,517$1.6M1.13%Share
44Barden Capital Management, Inc.43,853$1.4M1.14%Share
45CWM, LLC40,206$1.3M0.00%Share
46Sanctuary Advisors, LLC36,396$1.2M0.01%Share
47Sanctuary Advisors, LLC36,396$1.2M0.01%Share
48VAN STRUM & TOWNE INC.34,681$1.1M0.31%Share
49Seek First Inc.34,539$1.1M0.75%Share
50Keystone Global Partners, LLC33,475$1.1M0.47%Share

SCHQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025117$600.0M+49
Q3 202568$238.0B-32
Q2 2025100$363.1B-1
Q1 2025101$536.3B+5
Q4 202496$21.4T+20
Q3 202476$233.9T+7
Q2 202469$197.3T+4
Q1 202465$211.5T—

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As of Q4 2025, 50 institutional investors hold SCHQ (Schwab Long-Term U.S. Treasury ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $191.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHQ?

As of Q4 2025, 50 institutional investors report holding SCHQ (Schwab Long-Term U.S. Treasury ETF) in their 13F filings.

Who is the largest institutional holder of SCHQ?

The largest institutional holder of SCHQ is ENVESTNET ASSET MANAGEMENT INC with $191.0M in shares.

Is institutional ownership of SCHQ increasing or decreasing?

This quarter, 15 institutions opened new positions in SCHQ and 4 closed their positions.