Schwab Long-Term US TreasurySCHQETF
13F holders, Q1 2025 (March 31)103holders −1
19new positions
19sold out
2famous investors
$32.72avg. 13F price*
At the end of Q1 2025, 103 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings, down 1 from Q4 2024. 19 opened new positions and 19 sold out. The largest holders were Envestnet Asset Management Inc. ($124.6M), Total Investment Management Inc. ($101.8M) and Mirae Asset Global Investments Co., Ltd. ($42.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab Long-Term US Treasury
- CUSIP
- 808524680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.6M |
| Exits | 19 | $9.2M |
All 13F filers, Q4 2024 → Q1 2025: 7,437,187 shares bought and 923,144 shares sold, net +6,514,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Envestnet Asset Management Inc. | 0.04% | Add +357.4% | 3,802,259 | $124.6M |
| Total Investment Management Inc. | 13.31% | Add +9.7% | 3,107,875 | $101.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Add +6.6% | 1,304,973 | $42.4M |
| LPL Financial LLC | 0.01% | Add +303.1% | 1,007,643 | $33.0M |
| MML Investors Services, LLC | 0.11% | Add +346.4% | 964,814 | $31.6M |
| Tidal Investments LLC | 0.21% | New | 763,714 | $25.0M |
| Werba Rubin Papier Wealth Management | 4.51% | Add +107.6% | 632,813 | $20.7M |
| JPMorgan Chase & Co. | 0.00% | Add +264.6% | 486,235 | $15.9M |
| Faithward Advisors, LLC | 2.34% | Reduce -0.9% | 409,977 | $13.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 355,062 | $11.6M |
| Cetera Investment Advisers | 0.02% | Add +687.3% | 329,731 | $10.8M |
| Morgan Stanley | 0.00% | Add +51.9% | 319,205 | $10.5M |
| Sfmg, LLC | 0.76% | Add +7.2% | 294,277 | $9.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 267,299 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +37.4% | 237,889 | $7.8M |
| Principal Securities, Inc. | 0.13% | No change | 182,593 | $5.7M |
| Beacon Bridge Wealth Partners, LLC | 2.41% | Add +0.2% | 172,559 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -19.7% | 156,631 | $5.1M |
| Birmingham Capital Management Co. Inc. | 1.82% | No change | 148,000 | $4.8M |
| L2 Asset Management, LLC | 0.99% | Add +3.2% | 146,342 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +41.1% | 139,871 | $4.6M |
| Centric Wealth Management | 1.14% | Add +4.1% | 132,153 | $4.3M |
| Kaizen Financial Strategies | 2.41% | Add +2.7% | 126,810 | $4.2M |
| WBH Advisory Inc. | 0.35% | Add +182.1% | 113,435 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.6% | 95,151 | $3.1M |
| Napa Wealth Management | 1.75% | New | 94,863 | $3.1M |
| Flow Traders U.S. LLC | 0.13% | Add +374.2% | 94,478 | $3.1M |
| Bank of America Corp. | 0.00% | Add +15.4% | 91,252 | $3.0M |
| WT Wealth Management | 0.93% | Reduce -15.3% | 87,388 | $2.9M |
| Attessa Capital LLC | 1.82% | Add +15.1% | 84,925 | $2.8M |
| Galvin, Gaustad & Stein, LLC | 0.24% | Reduce -32.2% | 82,321 | $2.7M |
| Clear Creek Financial Management, LLC | 0.25% | Reduce -1.9% | 73,656 | $2.4M |
| Charles Schwab Trust Co | 0.19% | Add +5.0% | 70,505 | $2.3M |
| Collective Family Office LLC | 0.57% | Reduce -14.9% | 64,804 | $2.1M |
| Mutual Advisors, LLC | 0.05% | Add +11.4% | 57,379 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 51,917 | $1.7M |
| Keystone Global Partners, LLC | 1.13% | — | 48,986 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +408.9% | 47,269 | $1.5M |
| Barden Capital Management, Inc. | 1.27% | Add +3.0% | 43,490 | $1.4M |
| Van Strum & Towne Inc. | 0.45% | Add +11.7% | 40,556 | $1.3M |
| Invst, LLC | 0.17% | Add +332.7% | 38,640 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +41.6% | 38,155 | $1.3M |
| Fermata Advisors, LLC | 0.22% | Reduce -12.2% | 37,101 | $1.2M |
| Antonelli Financial Advisors, LLC | 0.96% | Reduce -9.1% | 36,427 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | New | 36,396 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +8.3% | 33,356 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.51% | Add +23.0% | 32,970 | $1.1M |
| Seek First Inc. | 0.95% | — | 32,772 | $1.1M |
| Trust Point Inc. | 0.09% | Reduce -3.8% | 31,247 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -32.6% | 29,637 | $971K |
| Northwest Capital Management Inc | 0.40% | Reduce -39.4% | 29,626 | $971K |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -16.5% | 29,649 | $964K |
| Cwm, LLC | 0.00% | Reduce -42.2% | 26,455 | $867K |
| Regal Investment Advisors LLC | 0.07% | New | 24,498 | $803K |
| Eq Wealth Advisors, LLC | 0.64% | Reduce -14.3% | 24,416 | $800K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.7% | 23,198 | $760K |
| IHT Wealth Management, LLC | 0.02% | Add +116.7% | 22,084 | $723K |
| IFP Advisors, Inc | 0.02% | Add +6.3% | 21,625 | $708K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.6% | 19,943 | $653K |
| Claro Advisors Inc. | 0.09% | New | 19,703 | $645K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -26.0% | 19,041 | $624K |
| Silverlake Wealth Management LLC | 0.24% | New | 19,017 | $623K |
| Bank of New York Mellon Corp | 0.00% | Reduce -83.4% | 16,925 | $554K |
| Strategic Blueprint, LLC | 0.03% | New | 16,643 | $545K |
| Magnus Financial Group LLC | 0.05% | New | 15,439 | $506K |
| Sellwood Investment Partners LLC | 0.26% | No change | 14,914 | $489K |
| Stokes Family Office, LLC | 0.05% | Reduce -89.3% | 14,714 | $482K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +64.1% | 13,532 | $443K |
| Wealthgarden F.S. LLC | 0.36% | New | 11,441 | $375K |
| Brookstone Capital Management | 0.00% | Reduce -60.8% | 10,403 | $341K |
| Hayek Kallen Investment Management | 0.12% | No change | 10,250 | $336K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.4% | 10,200 | $334K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,129 | $332K |
| RDA Financial Network | 0.08% | New | 7,964 | $261K |
| Focus Financial Network, Inc. | 0.01% | Reduce -60.0% | 7,101 | $233K |
| UBS Group AG | 0.00% | New | 6,541 | $214K |
| Fisher Asset Management | 0.00% | Reduce -64.1% | 6,484 | $212K |
| Freedom Investment Management, Inc. | 0.02% | New | 6,311 | $207K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 5,864 | $184K |
| Aptus Capital Advisors, LLC | 0.00% | Add +83.3% | 4,643 | $152K |
| Tortoise Investment Management, LLC | 0.02% | Add +43.3% | 4,520 | $148K |
| Farther Finance Advisors, LLC | 0.00% | Add +213450.0% | 4,271 | $140K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,772 | $124K |
| Creative Financial Designs Inc. | 0.01% | Reduce -78.5% | 2,896 | $95K |
| BlackRock, Inc. | 0.00% | Add +94.8% | 1,712 | $56K |
| Bogart Wealth, LLC | 0.00% | No change | 1,300 | $43K |
| Versant Capital Management, Inc | 0.01% | New | 1,161 | $38K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,139 | $37K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 820 | $27K |
| Horizons Wealth Management | 0.02% | No change | 777 | $25K |
| LGT Financial Advisors LLC | 0.06% | New | 632 | $21K |
| MAI Capital Management | 0.00% | No change | 489 | $16K |
| Harbour Investments, Inc. | 0.00% | Reduce -73.3% | 355 | $12K |
| Park Place Capital Corp | 0.00% | Add +55.3% | 320 | $10K |
| IFS Advisors, LLC | 0.01% | No change | 300 | $10K |
| Bare Financial Services, Inc | 0.00% | New | 197 | $6K |
| FMR LLC | 0.00% | Reduce -3.8% | 76 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 63 | $2K |
| Fifth Third Bancorp | 0.00% | New | 54 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 51 | $2K |
| GAMMA Investing LLC | 0.00% | New | 31 | $1K |
| AE Wealth Management LLC | 0.00% | Add +114.3% | 15 | $491 |
| Assetmark, Inc. | 0.00% | No change | 8 | $262 |
"% 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.