Schwab Long-Term US TreasurySCHQETF
13F holders, Q2 2025 (June 30)107holders +4
18new positions
16sold out
1famous investor
$31.88avg. 13F price*
At the end of Q2 2025, 107 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings, up 4 from Q1 2025. 18 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($100.3M), Mirae Asset Global Investments Co., Ltd. ($44.3M) and LPL Financial LLC ($30.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.0M |
| Exits | 16 | $11.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,154,896 shares bought and 5,297,177 shares sold, net −4,142,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -17.3% | 3,145,610 | $100.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Add +6.5% | 1,389,378 | $44.3M |
| LPL Financial LLC | 0.01% | Reduce -5.6% | 951,610 | $30.3M |
| MML Investors Services, LLC | 0.08% | Reduce -15.4% | 816,205 | $26.0M |
| Tidal Investments LLC | 0.14% | Reduce -10.2% | 685,981 | $21.8M |
| Werba Rubin Papier Wealth Management | 3.47% | Reduce -8.6% | 578,340 | $18.4M |
| Faithward Advisors, LLC | 2.11% | Add +3.8% | 425,447 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.0% | 374,273 | $11.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 354,611 | $11.3M |
| Morgan Stanley | 0.00% | Add +8.4% | 346,016 | $11.0M |
| Sfmg, LLC | 0.80% | Add +13.2% | 333,091 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Add +7.5% | 287,241 | $9.2M |
| Cetera Investment Advisers | 0.01% | Reduce -23.6% | 251,891 | $8.0M |
| Beacon Bridge Wealth Partners, LLC | 2.58% | Add +18.3% | 204,119 | $6.5M |
| Park Avenue Securities LLC | 0.06% | New | 198,526 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +68.0% | 159,820 | $5.1M |
| L2 Asset Management, LLC | 0.82% | Add +7.8% | 157,688 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 150,743 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +783.0% | 149,449 | $4.8M |
| Centric Wealth Management | 1.08% | Add +8.7% | 143,603 | $4.5M |
| Birmingham Capital Management Co. Inc. | 1.69% | Reduce -19.2% | 119,550 | $3.8M |
| Kaizen Financial Strategies | 1.93% | Reduce -6.4% | 118,697 | $3.8M |
| Attessa Capital LLC | 2.14% | Add +23.4% | 104,818 | $3.3M |
| Bank of America Corp. | 0.00% | Add +8.8% | 99,236 | $3.2M |
| National Bank of Canada | 0.00% | New | 97,800 | $3.1M |
| WT Wealth Management | 0.86% | Add +4.5% | 91,288 | $2.9M |
| WBH Advisory Inc. | 0.23% | Reduce -24.6% | 85,591 | $2.7M |
| Collective Family Office LLC | 0.62% | Add +17.5% | 76,129 | $2.4M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Reduce -11.9% | 72,514 | $2.3M |
| Keystone Global Partners, LLC | 1.22% | Add +43.6% | 70,351 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 69,909 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 63,022 | $2.0M |
| Charles Schwab Trust Co | 0.15% | Reduce -13.5% | 61,006 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -58.5% | 57,972 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +1.7% | 58,344 | $1.8M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -24.9% | 55,315 | $1.8M |
| Waverly Advisors, LLC | 0.02% | New | 53,814 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.8% | 45,781 | $1.5M |
| Barden Capital Management, Inc. | 1.18% | Reduce -2.8% | 42,279 | $1.3M |
| Antonelli Financial Advisors, LLC | 0.89% | Add +6.1% | 38,663 | $1.2M |
| Fermata Advisors, LLC | 0.32% | Add +1.4% | 37,628 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -84.2% | 37,647 | $1.2M |
| Prosperity Wealth Management, Inc. | 0.43% | Add +10.5% | 36,432 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 36,311 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +8.7% | 36,272 | $1.2M |
| Van Strum & Towne Inc. | 0.35% | Reduce -13.7% | 35,006 | $1.1M |
| Seek First Inc. | 0.87% | Add +2.3% | 33,532 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.8% | 32,830 | $1.0M |
| Trust Point Inc. | 0.10% | Add +1.6% | 31,744 | $1.0M |
| Invst, LLC | 0.12% | Reduce -20.0% | 30,923 | $986K |
| Silver Oak Securities, Incorporated | 0.08% | Add +4.3% | 30,923 | $986K |
| Carolina Wealth Advisors, LLC | 0.46% | New | 29,497 | $941K |
| Susquehanna International Group, LLP | 0.00% | New | 27,447 | $875K |
| HRT Financial LP | 0.00% | New | 24,298 | $774K |
| IFP Advisors, Inc | 0.02% | Add +2.7% | 22,207 | $708K |
| Strategic Blueprint, LLC | 0.03% | Add +5.1% | 17,488 | $558K |
| Total Investment Management Inc. | 0.08% | Reduce -99.4% | 17,437 | $556K |
| Integrated Wealth Concepts LLC | 0.01% | Add +70.8% | 17,299 | $552K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -11.0% | 16,951 | $541K |
| IHT Wealth Management, LLC | 0.01% | Reduce -23.3% | 16,933 | $540K |
| Northwest Capital Management Inc | 0.29% | Reduce -43.2% | 16,816 | $536K |
| Regal Investment Advisors LLC | 0.04% | Reduce -32.9% | 16,440 | $524K |
| Meridian Management Co. | 0.14% | New | 16,145 | $508K |
| Citadel Advisors | 0.00% | Reduce -49.0% | 15,100 | $482K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,923 | $476K |
| Sellwood Investment Partners LLC | 0.23% | No change | 14,914 | $476K |
| Magnus Financial Group LLC | 0.04% | Reduce -8.3% | 14,155 | $451K |
| Cwm, LLC | 0.00% | Reduce -48.4% | 13,645 | $435K |
| Milestones Private Investment Advisors LLC | 0.32% | — | 13,598 | $434K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -1.7% | 13,307 | $424K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.8% | 13,212 | $421K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -41.7% | 11,083 | $353K |
| Hayek Kallen Investment Management | 0.11% | No change | 10,250 | $327K |
| MBE Wealth Management, LLC | 0.14% | New | 9,800 | $313K |
| Merit Financial Group, LLC | 0.00% | Reduce -8.3% | 9,351 | $298K |
| RDA Financial Network | 0.08% | Add +17.0% | 9,317 | $297K |
| Mariner, LLC | 0.00% | New | 7,828 | $250K |
| Wealthgarden F.S. LLC | 0.20% | Reduce -33.7% | 7,583 | $239K |
| Strategic Advocates LLC | 0.07% | New | 7,215 | $230K |
| Brookstone Capital Management | 0.00% | Reduce -33.0% | 6,975 | $222K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.5% | 6,853 | $219K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.2% | 4,750 | $151K |
| BlackRock, Inc. | 0.00% | Add +168.3% | 4,594 | $147K |
| Principia Wealth Advisory, LLC | 0.11% | New | 4,133 | $132K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -15.8% | 3,805 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,772 | $120K |
| Principal Securities, Inc. | 0.00% | Reduce -98.4% | 2,967 | $95K |
| Creative Financial Designs Inc. | 0.01% | Add +2.1% | 2,956 | $94K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -37.3% | 2,911 | $93K |
| Atlas Capital Advisors Inc. | 0.01% | New | 1,606 | $51K |
| Bogart Wealth, LLC | 0.00% | No change | 1,300 | $41K |
| Versant Capital Management, Inc | 0.01% | No change | 1,161 | $37K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,139 | $36K |
| Park Place Capital Corp | 0.01% | Add +176.9% | 886 | $28K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 829 | $26K |
| Horizons Wealth Management | 0.02% | No change | 777 | $25K |
| LGT Financial Advisors LLC | 0.06% | Add +8.1% | 683 | $22K |
| Global Retirement Partners, LLC | 0.00% | — | 465 | $15K |
| Trust Co. of Vermont | 0.00% | New | 372 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 372 | $12K |
"% 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.