Schwab Long-term US Treasury
$28.69-0.8%
-$158.5M
Net Activity
-38.48% total shares
Institutions Holding
118
Popularity Rank
#4232
Avg Weight
0.27%
Total Value
$298.0M
118 institutions currently hold SCHQ, with 59 net buyers and 79 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
79
Net Buying Institutions
59
Top 5 by Value
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Across its top 20 institutional holders, SCHQ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 24/100).
SCHQ ranks #4232 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SCHQ is a top-conviction position for Carolina Wealth Advisors, LLC — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCHQ belongs to Envestnet Asset Management Inc, but the position matters far more to Carolina Wealth Advisors, LLC, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Galvin, Gaustad & Stein, LLC has added to its SCHQ position for two straight quarters, increasing it by $252.1K to reach $1.8M today.
Collective Family Office LLC has trimmed its SCHQ position for two straight quarters, cutting it by $2.0M while still holding $481.8K.
SCHQ is down 0.8% today, and institutions have been net sellers of $158.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$26.6M
Total Buy Value
$275.2M
Total Sell Value
59
Net Buyers
79
Net Sellers
SCHQ
Q2 2026
Top 5 Institutional Movers
-$82.0M
-$23.9M
-$21.2M
-$18.1M
-$9.8M
SCHQ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808524680
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Access SCHQ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHQCLI
npx alphasmo stocks get SCHQ