Schwab Long-Term US TreasurySCHQETF
13F holders, Q1 2024 (March 31)89holders
1famous investor
$33.72avg. 13F price*
At the end of Q1 2024, 89 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings. The largest holders were Total Investment Management Inc. ($85.4M), Bank of America Corp. ($79.3M) and Envestnet Asset Management Inc. ($55.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Long-Term US Treasury
- CUSIP
- 808524680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.9M |
| Exits | 12 | $3.9M |
Ownership 89 holders
| Total Investment Management Inc. | 10.74% | Add +0.8% | 2,530,990 | $85.4M |
| Bank of America Corp. | 0.01% | Reduce -10.7% | 2,351,853 | $79.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.1% | 1,657,263 | $55.9M |
| Sfmg, LLC | 1.86% | Reduce -2.0% | 641,609 | $21.6M |
| Northwest Capital Management Inc | 5.39% | Reduce -1.4% | 499,232 | $16.8M |
| Cwm, LLC | 0.08% | Reduce -8.6% | 457,641 | $15.4M |
| Faithward Advisors, LLC | 2.55% | Add +0.9% | 417,022 | $14.1M |
| MML Investors Services, LLC | 0.06% | Add +8.0% | 409,663 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.2% | 318,189 | $10.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 311,763 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.2% | 292,520 | $9.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +13.5% | 234,831 | $7.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 211,294 | $7.1M |
| Principal Securities, Inc. | 0.20% | Add +12.5% | 189,474 | $6.4M |
| Stokes Family Office, LLC | 0.66% | Reduce -10.8% | 156,315 | $5.3M |
| NewEdge Advisors, LLC | 0.04% | Add +95.8% | 143,422 | $4.8M |
| Beacon Bridge Wealth Partners, LLC | 1.88% | Add +11.9% | 118,273 | $4.0M |
| Concourse Financial Group Securities, Inc. | 0.25% | Reduce -8.1% | 113,156 | $3.8M |
| Galvin, Gaustad & Stein, LLC | 0.36% | Add +35.3% | 112,939 | $3.8M |
| Kaizen Financial Strategies | 2.41% | Add +11.6% | 104,859 | $3.5M |
| Collective Family Office LLC | 1.12% | Add +163.5% | 102,028 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -37.9% | 100,096 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Reduce -8.7% | 93,003 | $3.1M |
| WBH Advisory Inc. | 0.29% | Reduce -16.1% | 83,708 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +169.2% | 83,485 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +41.0% | 82,477 | $2.8M |
| Clear Creek Financial Management, LLC | 0.35% | Reduce -1.4% | 82,213 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -20.6% | 79,735 | $2.7M |
| Charles Schwab Trust Co | 0.20% | Add +47.5% | 62,716 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -5.7% | 52,399 | $1.8M |
| Lincoln National Corp. | 0.03% | Add +134.8% | 51,987 | $1.8M |
| Morgan Stanley | 0.00% | Add +107.3% | 49,461 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.8% | 42,000 | $1.4M |
| Mutual Advisors, LLC | 0.05% | Add +33.6% | 41,984 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -43.2% | 40,841 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +138.8% | 39,015 | $1.3M |
| Family Asset Management, LLC | 0.78% | Reduce -15.8% | 36,932 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 35,812 | $1.2M |
| Citadel Advisors | 0.00% | Add +9.2% | 35,031 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.60% | Add +15.5% | 34,202 | $1.2M |
| Greenup Street Wealth Management LLC | 0.29% | Add +35.0% | 33,947 | $1.1M |
| Barden Capital Management, Inc. | 1.09% | Reduce -12.0% | 33,305 | $1.1M |
| Trust Point Inc. | 0.08% | Reduce -84.0% | 31,943 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.5% | 29,045 | $980K |
| Van Strum & Towne Inc. | 0.33% | Reduce -4.2% | 27,117 | $915K |
| OneAscent Wealth Management LLC | 0.34% | Reduce -17.6% | 25,900 | $874K |
| Claro Advisors Inc. | 0.13% | Reduce -53.0% | 21,746 | $733K |
| Private Advisor Group, LLC | 0.00% | New | 18,659 | $629K |
| Brookstone Capital Management | 0.01% | Reduce -20.8% | 18,327 | $618K |
| Merit Financial Group, LLC | 0.01% | Reduce -30.7% | 18,911 | $608K |
| Focus Financial Network, Inc. | 0.03% | — | 19,053 | $606K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,129 | $578K |
| Regal Investment Advisors LLC | 0.04% | New | 15,767 | $532K |
| Invst, LLC | 0.06% | Add +26.5% | 14,348 | $474K |
| Jane Street Group, LLC | 0.00% | Add +80.2% | 12,507 | $422K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +13.6% | 11,742 | $396K |
| TSA Wealth Managment LLC | 0.17% | No change | 11,726 | $396K |
| Magnus Financial Group LLC | 0.05% | Reduce -3.1% | 11,642 | $393K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +75.7% | 10,544 | $356K |
| Hayek Kallen Investment Management | 0.13% | Add +4.1% | 10,250 | $346K |
| Silverlake Wealth Management LLC | 0.17% | Add +4.9% | 9,945 | $335K |
| Foundations Investment Advisors, LLC | 0.01% | New | 9,858 | $333K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.3% | 9,433 | $318K |
| Bank of New York Mellon Corp | 0.00% | New | 9,145 | $308K |
| RDA Financial Network | 0.10% | Reduce -7.8% | 8,856 | $299K |
| IFP Advisors, Inc | 0.01% | Add +134.7% | 8,622 | $291K |
| IHT Wealth Management, LLC | 0.01% | Reduce -12.9% | 8,616 | $291K |
| Strategic Blueprint, LLC | 0.02% | Add +4.5% | 7,826 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,930 | $200K |
| Creative Financial Designs Inc. | 0.02% | Add +67.3% | 5,899 | $199K |
| Smartleaf Asset Management LLC | 0.03% | Add +2293.5% | 4,404 | $149K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 3,982 | $134K |
| GeoWealth Management, LLC | 0.00% | Reduce -2.5% | 3,395 | $115K |
| Park Place Capital Corp | 0.02% | Reduce -41.1% | 1,643 | $55K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,412 | $48K |
| Bogart Wealth, LLC | 0.00% | No change | 1,300 | $44K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,139 | $38K |
| BlackRock Inc. | 0.00% | Reduce -99.3% | 1,062 | $36K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -60.0% | 960 | $32K |
| Horizons Wealth Management | 0.02% | No change | 777 | $27K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -91.4% | 645 | $22K |
| Thompson Investment Management, Inc. | 0.00% | No change | 538 | $18K |
| Pineridge Advisors LLC | 0.01% | Reduce -77.0% | 513 | $17K |
| LGT Financial Advisors LLC | 0.01% | Reduce -13.4% | 350 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 95 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.2% | 63 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 51 | $2K |
| FMR LLC | 0.00% | Reduce -36.1% | 23 | $776 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.9% | 2 | $66 |
"% of holder's portfolio" is SCHQ's weight in each manager's 13F, not the share of Schwab Long-Term US Treasury the manager owns.