SCHQ

Schwab Long-term US Treasury

-$138.4M

Net Activity

Institutions Holding

120

Popularity Rank

#4081

Avg Weight

0.27%

Total Value

$482.9M

Ownership Trend

120 institutions currently hold SCHQ, with 62 net buyers and 70 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

70

Net Buying Institutions

62

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$125.4M
LF
LPL Financial LLC
$42.8M
MA
Mirae Asset Global Investments Co., Ltd.
$30.7M
MI
Mml Investors Services, LLC
$30.7M
TI
Tidal Investments LLC
$21.2M

Top 5 by Conviction

CW
Carolina Wealth Advisors, LLC
7.39%
PF
Professional Financial Management, Inc.
3.34%
AC
Attessa Capital LLC
2.11%
WR
Werba Rubin Papier Wealth Management
2.10%
MW
Mfg Wealth Management, INC.
1.91%
View all 120 holding institutions

Quarterly Activity

Recent Activity

+$144.2M

Total Buy Value

$528.0M

Total Sell Value

New buy23
Trim49
Add39
Sold out21

62

Net Buyers

70

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB LONG-TERM US TREASURY (SCHQ)?
Major stakeholders currently include Envestnet Asset Management INC ($125.4M), LPL Financial LLC ($42.8M), Mirae Asset Global Investments Co., Ltd. ($30.7M). Based on the latest 13F filings, there are a total of 120 tracked investment funds and institutions maintaining positions in SCHQ.
What is the overall institutional sentiment toward SCHQ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $138.4M, driven by 62 managers accumulating shares while 70 reduced their exposure.
Which institutions have been selling or reducing their SCHQ positions?
In the latest period, 49 funds trimmed their holdings, and 21 managers completely exited their positions. The aggregate reported sell value was $528.0M.
Are there any notable investors adding SCHQ to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 39 existing holders added to their shares. The total reported buy value for the quarter amounted to $144.2M.

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