Who Owns SCHQ?
Schwab Long-Term U.S. Treasury ETF — Institutional Ownership & 13F Holdings
$31.23
-0.09 (-0.27%)
Market Cap
$964.4M
Shares Outstanding
28,475,508
Institutional Holders
101
Total Inst. Value
$407.2M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
27
Closed Positions
22
Increased
36
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TOTAL INVESTMENT MANAGEMENT INC | $101.8M | 3,107,875 |
| 2 | Mirae Asset Global Investments Co., Ltd. | $42.4M | 1,304,973 |
| 3 | MML INVESTORS SERVICES, LLC | $31.6M | 964,814 |
| 4 | Tidal Investments LLCNew | $25.0M | 763,714 |
| 5 | Werba Rubin Papier Wealth Management | $20.7M | 632,813 |
| 6 | JPMORGAN CHASE & CO | $15.9M | 486,235 |
| 7 | Faithward Advisors, LLC | $13.4M | 409,977 |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.6M | 355,062 |
| 9 | Cetera Investment Advisers | $10.8M | 329,731 |
| 10 | MORGAN STANLEY | $10.5M | 319,205 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | +276K | $101.8M |
| Mirae Asset Global Investments Co., Ltd. | +80K | $42.4M |
| MML INVESTORS SERVICES, LLC | +749K | $31.6M |
| Tidal Investments LLCNew | +764K | $25.0M |
| Werba Rubin Papier Wealth Management | +328K | $20.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -174K | $7.8M |
| GOLDMAN SACHS GROUP INC | -135K | $3.1M |
| Stokes Family Office, LLC | -123K | $482K |
| Bank of New York Mellon Corp | -85K | $553K |
| Bryn Mawr Trust Advisors, LLC | -58K | $624K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SCHQ?
As of Q1 2025, 101 institutional investors report holding SCHQ (Schwab Long-Term U.S. Treasury ETF) in their 13F filings.
Which hedge fund owns the most SCHQ?
The largest institutional holder of SCHQ is TOTAL INVESTMENT MANAGEMENT INC with $101.8M in shares.
Are institutions buying or selling SCHQ?
This quarter, 27 institutions opened new positions in SCHQ and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.