Schwab Long-Term US TreasurySCHQETF
13F holders, Q3 2025 (September 30)112holders +5
17new positions
11sold out
1famous investor
$32.31avg. 13F price*
At the end of Q3 2025, 112 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings, up 5 from Q2 2025. 17 opened new positions and 11 sold out. The largest holders were Envestnet Asset Management Inc. ($97.4M), Mirae Asset Global Investments Co., Ltd. ($44.6M) and LPL Financial LLC ($29.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.9M |
| Exits | 11 | $12.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,118,090 shares bought and 1,606,321 shares sold, net +511,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.1% | 3,015,681 | $97.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -0.7% | 1,380,096 | $44.6M |
| LPL Financial LLC | 0.01% | Reduce -3.9% | 914,318 | $29.5M |
| MML Investors Services, LLC | 0.07% | Add +1.6% | 829,693 | $26.8M |
| Morgan Stanley | 0.00% | Add +77.3% | 613,500 | $19.8M |
| Carolina Wealth Advisors, LLC | 8.18% | Add +1885.9% | 585,782 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +224.3% | 518,291 | $16.7M |
| Werba Rubin Papier Wealth Management | 2.65% | Reduce -12.3% | 507,361 | $16.4M |
| Tidal Investments LLC | 0.06% | Reduce -35.3% | 443,533 | $14.3M |
| Sfmg, LLC | 0.94% | Add +25.5% | 418,134 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 375,185 | $12.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.7% | 371,347 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +12.4% | 283,100 | $9.1M |
| Beacon Bridge Wealth Partners, LLC | 2.36% | Add +0.8% | 205,649 | $6.6M |
| Park Avenue Securities LLC | 0.05% | Reduce -7.0% | 184,705 | $6.0M |
| National Bank of Canada | 0.01% | Add +87.3% | 183,200 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 157,181 | $5.1M |
| L2 Asset Management, LLC | 0.73% | Reduce -0.3% | 157,164 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.7% | 156,042 | $5.0M |
| Centric Wealth Management | 1.08% | Add +3.8% | 149,004 | $4.9M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 140,300 | $4.5M |
| Kaizen Financial Strategies | 1.95% | Add +11.8% | 132,668 | $4.3M |
| Attessa Capital LLC | 2.20% | Add +10.1% | 115,426 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 96,340 | $3.1M |
| WT Wealth Management | 0.87% | Add +2.4% | 93,491 | $3.0M |
| WBH Advisory Inc. | 0.22% | Add +1.9% | 87,255 | $2.8M |
| Summit Financial, LLC | 0.04% | New | 82,135 | $2.7M |
| Collective Family Office LLC | 0.60% | Add +0.9% | 76,801 | $2.5M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Add +4.7% | 75,902 | $2.5M |
| MFG Wealth Management, Inc. | 1.72% | New | 70,514 | $2.3M |
| Bank of Nova Scotia | 0.00% | New | 68,200 | $2.2M |
| Charles Schwab Trust Co | 0.15% | Add +11.2% | 67,842 | $2.2M |
| Citadel Advisors | 0.00% | Add +314.8% | 62,636 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Add +4.8% | 61,117 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +10.1% | 59,246 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +26.9% | 58,071 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.1% | 57,334 | $1.9M |
| Keystone Global Partners, LLC | 0.84% | Reduce -27.7% | 50,887 | $1.6M |
| Principia Wealth Advisory, LLC | 1.16% | Add +1122.3% | 50,517 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -68.7% | 46,748 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +24.5% | 45,201 | $1.5M |
| Barden Capital Management, Inc. | 1.10% | Reduce -3.2% | 40,908 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +6.9% | 38,771 | $1.3M |
| Fermata Advisors, LLC | 0.32% | Add +2.8% | 38,690 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.1% | 37,459 | $1.2M |
| Van Strum & Towne Inc. | 0.35% | Add +6.7% | 37,356 | $1.2M |
| Seek First Inc. | 0.78% | Add +0.5% | 33,698 | $1.1M |
| Faithward Advisors, LLC | 0.16% | Reduce -92.1% | 33,638 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.5% | 33,685 | $1.1M |
| Wells Fargo & Company | 0.00% | New | 31,620 | $1.0M |
| Antonelli Financial Advisors, LLC | 0.67% | Reduce -21.3% | 30,426 | $983K |
| NorthRock Partners, LLC | 0.02% | New | 29,379 | $949K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -48.7% | 28,387 | $917K |
| Invst, LLC | 0.10% | Reduce -13.1% | 26,872 | $868K |
| Trust Point Inc. | 0.06% | Reduce -30.6% | 22,037 | $712K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.8% | 22,014 | $711K |
| IFP Advisors, Inc | 0.02% | Reduce -3.9% | 21,340 | $689K |
| Smart Money Group LLC | 0.18% | New | 18,349 | $593K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.5% | 18,070 | $584K |
| Northwest Capital Management Inc | 0.61% | Add +6.9% | 17,979 | $581K |
| Sellwood Investment Partners LLC | 0.23% | Add +19.9% | 17,875 | $578K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +5.5% | 17,875 | $578K |
| Total Investment Management Inc. | 0.07% | Add +0.0% | 17,439 | $563K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 16,290 | $526K |
| Meridian Management Co. | 0.14% | Add +0.8% | 16,266 | $526K |
| Regal Investment Advisors LLC | 0.03% | Reduce -4.4% | 15,718 | $508K |
| Strategic Blueprint, LLC | 0.02% | Reduce -14.5% | 14,959 | $483K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +12.2% | 14,927 | $482K |
| Cwm, LLC | 0.00% | Add +8.5% | 14,808 | $478K |
| Cornerstone Planning Group LLC | 0.07% | New | 16,905 | $443K |
| Milestones Private Investment Advisors LLC | 0.30% | Reduce -0.9% | 13,480 | $436K |
| Magnus Financial Group LLC | 0.03% | Reduce -8.4% | 12,961 | $419K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -2.7% | 10,782 | $348K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.5% | 10,638 | $344K |
| Hayek Kallen Investment Management | 0.11% | Add +2.2% | 10,480 | $339K |
| WNY Asset Management, LLC | 0.03% | New | 9,677 | $313K |
| MBE Wealth Management, LLC | 0.14% | Reduce -1.4% | 9,663 | $312K |
| Mariner, LLC | 0.00% | Add +9.0% | 8,535 | $276K |
| RDA Financial Network | 0.06% | Reduce -16.2% | 7,809 | $252K |
| Madden Advisory Services, Inc. | 0.10% | New | 7,433 | $240K |
| Wealthgarden F.S. LLC | 0.17% | Reduce -5.1% | 7,198 | $237K |
| Strategic Advocates LLC | 0.06% | Add +0.5% | 7,253 | $234K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.4% | 6,692 | $216K |
| Two West Capital Advisors LLC | 0.12% | New | 6,196 | $204K |
| Advisory Services Network, LLC | 0.00% | New | 6,310 | $204K |
| GeoWealth Management, LLC | 0.01% | New | 5,246 | $169K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.8% | 5,023 | $162K |
| Creative Financial Designs Inc. | 0.01% | Add +62.5% | 4,804 | $155K |
| Tortoise Investment Management, LLC | 0.01% | Add +16.7% | 4,440 | $143K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 3,851 | $124K |
| Principal Securities, Inc. | 0.00% | Add +14.4% | 3,395 | $110K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 3,154 | $102K |
| LGT Financial Advisors LLC | 0.20% | Add +314.8% | 2,833 | $92K |
| Smartleaf Asset Management LLC | 0.01% | Add +11843.5% | 2,747 | $89K |
| BlackRock, Inc. | 0.00% | Reduce -53.5% | 2,137 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -27.7% | 2,104 | $68K |
| Versant Capital Management, Inc | 0.01% | No change | 1,161 | $38K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,139 | $37K |
| FMR LLC | 0.00% | New | 910 | $29K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 839 | $27K |
"% 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.