Schwab Long-Term US TreasurySCHQETF
13F holders, Q4 2025 (December 31)119holders +7
18new positions
16sold out
$31.70avg. 13F price*
At the end of Q4 2025, 119 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings, up 7 from Q3 2025. 18 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($191.8M), LPL Financial LLC ($60.4M) and MML Investors Services, LLC ($52.2M).
- Company
- Schwab Long-Term US Treasury
- CUSIP
- 808524680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $22.8M |
| Exits | 16 | $16.8M |
All 13F filers, Q3 2025 → Q4 2025: 7,127,136 shares bought and 1,622,169 shares sold, net +5,504,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Envestnet Asset Management Inc. | 0.06% | Add +100.7% | 6,051,210 | $191.8M |
| LPL Financial LLC | 0.02% | Add +108.3% | 1,904,417 | $60.4M |
| MML Investors Services, LLC | 0.13% | Add +98.4% | 1,645,892 | $52.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -7.0% | 1,283,242 | $40.7M |
| JPMorgan Chase & Co. | 0.00% | Add +60.4% | 601,927 | $19.1M |
| Carolina Wealth Advisors, LLC | 8.19% | Reduce -1.0% | 579,689 | $18.4M |
| Cetera Investment Advisers | 0.02% | Add +75.6% | 497,042 | $15.8M |
| Werba Rubin Papier Wealth Management | 4.15% | Reduce -4.8% | 482,748 | $15.3M |
| Sfmg, LLC | 1.01% | Add +14.1% | 477,113 | $15.1M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 473,990 | $15.0M |
| Park Avenue Securities LLC | 0.10% | Add +110.4% | 388,612 | $12.3M |
| Wells Fargo & Company | 0.00% | Add +968.6% | 337,890 | $10.7M |
| Tidal Investments LLC | 0.04% | Reduce -28.5% | 317,293 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.1% | 279,233 | $8.9M |
| Quadrature Capital Ltd | 0.07% | New | 207,781 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | New | 203,304 | $6.4M |
| Beacon Bridge Wealth Partners, LLC | 1.84% | Reduce -15.0% | 174,868 | $5.5M |
| L2 Asset Management, LLC | 0.69% | Add +3.4% | 162,424 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 159,077 | $5.0M |
| Centric Wealth Management | 1.03% | Add +4.0% | 154,996 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 153,084 | $4.9M |
| GTS Securities LLC | 0.17% | New | 152,644 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +201.8% | 141,066 | $4.5M |
| WBH Advisory Inc. | 0.30% | Add +47.3% | 128,500 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +121.6% | 127,034 | $4.0M |
| Attessa Capital LLC | 2.15% | Add +7.7% | 124,331 | $3.9M |
| Kaizen Financial Strategies | 1.69% | Reduce -8.9% | 120,863 | $3.8M |
| Professional Financial Management, Inc. | 3.45% | — | 96,034 | $3.0M |
| WT Wealth Management | 0.87% | Add +1.8% | 95,197 | $3.0M |
| Principia Wealth Advisory, LLC | 1.76% | Add +75.5% | 88,663 | $2.8M |
| Summit Financial, LLC | 0.04% | Add +7.1% | 87,957 | $2.8M |
| Collective Family Office LLC | 0.61% | Add +9.8% | 84,297 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +44.3% | 83,780 | $2.7M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 81,896 | $2.6M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Add +1.2% | 76,830 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +91.7% | 71,819 | $2.3M |
| MFG Wealth Management, Inc. | 1.73% | Reduce -0.6% | 70,060 | $2.2M |
| Charles Schwab Trust Co | 0.14% | Add +1.5% | 68,832 | $2.2M |
| Bank of Nova Scotia | 0.00% | No change | 68,200 | $2.2M |
| NorthRock Partners, LLC | 0.04% | Add +123.6% | 65,689 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +5.0% | 62,213 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.4% | 59,673 | $1.9M |
| Invst, LLC | 0.18% | Add +95.1% | 52,431 | $1.7M |
| Fermata Advisors, LLC | 0.40% | Add +35.2% | 52,303 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.6% | 51,418 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -87.6% | 45,969 | $1.5M |
| Barden Capital Management, Inc. | 1.14% | Add +7.2% | 43,853 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +13.1% | 43,844 | $1.4M |
| Cwm, LLC | 0.00% | Add +171.5% | 40,206 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 39,813 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 35,376 | $1.1M |
| Van Strum & Towne Inc. | 0.31% | Reduce -7.2% | 34,681 | $1.1M |
| Seek First Inc. | 0.75% | Add +2.5% | 34,539 | $1.1M |
| Keystone Global Partners, LLC | 0.47% | Reduce -34.2% | 33,475 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +92.3% | 30,226 | $958K |
| Antonelli Financial Advisors, LLC | 0.62% | Reduce -1.6% | 29,955 | $950K |
| Faithward Advisors, LLC | 0.13% | Reduce -14.4% | 28,796 | $913K |
| Commonwealth Equity Services, LLC | 0.00% | Add +56.4% | 25,476 | $808K |
| Smart Money Group LLC | 0.22% | Add +29.7% | 23,806 | $755K |
| Granville Capital, Inc. | 0.40% | — | 23,601 | $748K |
| Strategic Blueprint, LLC | 0.04% | Add +42.4% | 21,303 | $675K |
| IFP Advisors, Inc | 0.01% | Reduce -1.3% | 21,062 | $668K |
| Magnus Financial Group LLC | 0.05% | Add +59.8% | 20,707 | $656K |
| Silverlake Wealth Management LLC | 0.15% | Add +91.3% | 20,631 | $654K |
| Downshift Financial, LLC | 0.40% | — | 20,614 | $654K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 19,536 | $619K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.8% | 19,082 | $605K |
| Sellwood Investment Partners LLC | 0.22% | No change | 17,875 | $567K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 17,875 | $567K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.2% | 17,781 | $564K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 16,955 | $537K |
| Meridian Management Co. | 0.13% | Add +1.5% | 16,507 | $523K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +8.5% | 16,202 | $514K |
| Total Investment Management Inc. | 0.06% | Reduce -16.2% | 14,609 | $463K |
| Northwest Capital Management Inc | 1.82% | Reduce -26.2% | 13,266 | $421K |
| Milestones Private Investment Advisors LLC | 0.27% | Reduce -6.6% | 12,588 | $399K |
| Kintra Wealth, LLC | 0.05% | New | 11,885 | $377K |
| RDA Financial Network | 0.09% | Add +48.5% | 11,595 | $368K |
| Worth Asset Management, LLC | 0.14% | New | 10,684 | $339K |
| GeoWealth Management, LLC | 0.01% | Add +95.5% | 10,257 | $325K |
| HRT Financial LP | 0.00% | New | 9,394 | $297K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +187.4% | 9,066 | $287K |
| Wealthgarden F.S. LLC | 0.17% | Add +12.9% | 8,128 | $260K |
| Madden Advisory Services, Inc. | 0.10% | Add +0.5% | 7,473 | $237K |
| Mariner, LLC | 0.00% | Reduce -14.6% | 7,288 | $231K |
| Two West Capital Advisors LLC | 0.13% | Add +16.7% | 7,231 | $229K |
| Strategic Advocates LLC | 0.06% | Reduce -2.7% | 7,058 | $225K |
| Jacobs Equity LLC | 0.22% | — | 7,060 | $224K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 6,499 | $206K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.4% | 5,003 | $159K |
| Creative Financial Designs Inc. | 0.01% | Add +0.6% | 4,833 | $153K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,851 | $122K |
| Aptus Capital Advisors, LLC | 0.00% | Add +68.7% | 3,549 | $113K |
| BlackRock, Inc. | 0.00% | Add +64.5% | 3,516 | $111K |
| Jones Financial Companies LLLP | 0.00% | New | 1,704 | $54K |
| Atlas Capital Advisors Inc. | 0.01% | — | 1,606 | $51K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,426 | $45K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -48.8% | 1,406 | $45K |
| Versant Capital Management, Inc | 0.00% | No change | 1,161 | $37K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,139 | $36K |
| Larson Financial Group LLC | 0.00% | Add +1.4% | 851 | $27K |
| Qube Research & Technologies Ltd | 0.00% | New | 821 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Add +229.3% | 797 | $25K |
| FMR LLC | 0.00% | Reduce -13.3% | 789 | $25K |
| Horizons Wealth Management | 0.02% | No change | 777 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +900.0% | 630 | $20K |
| Signature Equity Partners, LLC | 0.01% | — | 617 | $20K |
| Private Trust Co. NA | 0.00% | New | 573 | $18K |
| Park Place Capital Corp | 0.00% | Add +38.0% | 367 | $12K |
| Trust Co. of Vermont | 0.00% | Reduce -52.5% | 355 | $11K |
| UBS Group AG | 0.00% | Add +31.4% | 339 | $11K |
| Bank of Montreal | 0.00% | New | 246 | $8K |
| MAI Capital Management | 0.00% | No change | 166 | $5K |
| AE Wealth Management LLC | 0.00% | Add +1800.0% | 133 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.3% | 121 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 70 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -94.5% | 26 | $824 |
| Assetmark, Inc. | 0.00% | New | 18 | $571 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $32 |
"% 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.