Schwab Long-term US Treasury
$30.32-0.2%
-$158.5M
Net Activity
-38.48% total shares
Institutions Holding
118
Popularity Rank
#4225
Avg Weight
0.27%
Total Value
$298.0M
118 institutions currently hold SCHQ, with 59 net buyers and 76 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
76
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 25/100).
SCHQ ranks #4225 out of 37503 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.
Bank of New York Mellon Corp has added to its SCHQ position for two straight quarters, increasing it by $5.5M to reach $10.0M today.
Envestnet Asset Management Inc has trimmed its SCHQ position for two straight quarters, cutting it by $148.5M while still holding $43.4M.
SCHQ is down 0.2% 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
$191.7M
Total Sell Value
59
Net Buyers
76
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 2026-06-30 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
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 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