Schwab Long-Term US TreasurySCHQETF
13F holders, Q1 2026 (March 31)121holders +2
23new positions
19sold out
$31.42avg. 13F price*
At the end of Q1 2026, 121 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings, up 2 from Q4 2025. 23 opened new positions and 19 sold out. The largest holders were Envestnet Asset Management Inc. ($125.4M), LPL Financial LLC ($42.8M) and Mirae Asset Global Investments Co., Ltd. ($30.7M).
- Company
- Schwab Long-Term US Treasury
- CUSIP
- 808524680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $8.6M |
| Exits | 19 | $21.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,407,795 shares bought and 5,491,817 shares sold, net −4,084,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -34.1% | 3,988,690 | $125.4M |
| LPL Financial LLC | 0.01% | Reduce -28.6% | 1,360,175 | $42.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -23.8% | 977,627 | $30.7M |
| MML Investors Services, LLC | 0.09% | Reduce -40.7% | 976,422 | $30.7M |
| Tidal Investments LLC | 0.07% | Add +113.1% | 676,157 | $21.2M |
| Carolina Wealth Advisors, LLC | 7.39% | Reduce -2.7% | 564,266 | $17.7M |
| Sfmg, LLC | 1.17% | Add +13.3% | 540,812 | $17.0M |
| Werba Rubin Papier Wealth Management | 2.10% | Reduce -0.8% | 478,692 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +38.9% | 469,286 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.3% | 419,782 | $13.2M |
| Cetera Investment Advisers | 0.01% | Reduce -25.0% | 372,644 | $11.7M |
| L2 Asset Management, LLC | 0.97% | Add +100.0% | 324,933 | $10.2M |
| Morgan Stanley | 0.00% | Reduce -34.1% | 312,529 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | Add +102.5% | 285,707 | $9.0M |
| Park Avenue Securities LLC | 0.06% | Reduce -35.8% | 249,508 | $7.8M |
| Summit Financial, LLC | 0.08% | Add +115.0% | 189,078 | $5.9M |
| Beacon Bridge Wealth Partners, LLC | 1.86% | Add +1.1% | 176,856 | $5.6M |
| Centric Wealth Management | 1.01% | Add +6.3% | 164,686 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 160,810 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 150,316 | $4.7M |
| Principia Wealth Advisory, LLC | 2.35% | Add +48.8% | 131,952 | $4.1M |
| Attessa Capital LLC | 2.11% | Reduce -0.7% | 123,516 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.5% | 118,727 | $3.7M |
| Professional Financial Management, Inc. | 3.34% | Add +6.3% | 102,093 | $3.2M |
| WBH Advisory Inc. | 0.22% | Reduce -25.9% | 95,285 | $3.0M |
| WT Wealth Management | 0.85% | Reduce -4.3% | 91,052 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -28.7% | 90,524 | $2.8M |
| Charles Schwab Trust Co | 0.17% | Add +23.9% | 85,315 | $2.7M |
| Collective Family Office LLC | 0.56% | Reduce -5.9% | 79,316 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 77,508 | $2.4M |
| MFG Wealth Management, Inc. | 1.91% | Add +4.7% | 73,332 | $2.3M |
| GTS Securities LLC | 0.08% | Reduce -54.4% | 69,653 | $2.2M |
| Bank of Nova Scotia | 0.00% | No change | 68,200 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -25.6% | 62,304 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -19.7% | 57,655 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Reduce -11.2% | 55,220 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +16.9% | 53,745 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -10.5% | 53,398 | $1.7M |
| Fermata Advisors, LLC | 0.37% | Add +0.5% | 52,565 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 49,840 | $1.6M |
| NorthRock Partners, LLC | 0.02% | Reduce -25.2% | 49,130 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Reduce -37.5% | 48,045 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Add +8.9% | 47,753 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 47,683 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +165.0% | 44,930 | $1.4M |
| Barden Capital Management, Inc. | 1.19% | Add +0.7% | 44,165 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -3.4% | 38,846 | $1.2M |
| Seek First Inc. | 0.82% | Add +7.7% | 37,207 | $1.2M |
| Faithward Advisors, LLC | 0.16% | Add +26.9% | 36,545 | $1.1M |
| World Investment Advisors | 0.02% | New | 35,703 | $1.1M |
| Smart Money Group LLC | 0.32% | Add +46.8% | 34,937 | $1.1M |
| Antonelli Financial Advisors, LLC | 0.70% | Add +7.8% | 32,301 | $1.0M |
| Frisch Financial Group, Inc. | 0.21% | New | 31,820 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +47.6% | 31,088 | $977K |
| Invst, LLC | 0.11% | Reduce -42.7% | 30,063 | $945K |
| Granville Capital, Inc. | 0.40% | Add +2.4% | 24,157 | $759K |
| Jane Street Group, LLC | 0.00% | Reduce -43.1% | 22,644 | $712K |
| Integrated Wealth Concepts LLC | 0.01% | New | 21,914 | $689K |
| Sellwood Investment Partners LLC | 0.27% | Add +19.9% | 21,423 | $673K |
| Regal Investment Advisors LLC | 0.04% | Reduce -29.2% | 21,400 | $673K |
| Downshift Financial, LLC | 0.34% | Add +2.1% | 21,048 | $658K |
| Strategic Blueprint, LLC | 0.04% | Reduce -2.8% | 20,713 | $651K |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 19,641 | $617K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.3% | 16,253 | $511K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -27.8% | 14,894 | $468K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -17.5% | 14,747 | $463K |
| Total Investment Management Inc. | 0.05% | Add +0.0% | 14,610 | $459K |
| Milestones Private Investment Advisors LLC | 0.35% | No change | 12,588 | $396K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,520 | $394K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.3% | 12,046 | $379K |
| Keystone Global Partners, LLC | 0.16% | Reduce -66.8% | 11,106 | $349K |
| Ritholtz Wealth Management | 0.01% | New | 10,777 | $339K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +18.8% | 10,767 | $338K |
| Hayek Kallen Investment Management | 0.11% | New | 10,590 | $333K |
| Wealthgarden F.S. LLC | 0.21% | Add +18.7% | 9,648 | $303K |
| HRT Financial LP | 0.00% | Add +2.0% | 9,587 | $301K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -81.8% | 9,377 | $295K |
| Creative Financial Designs Inc. | 0.02% | Add +73.4% | 8,379 | $263K |
| XTX Topco Ltd | 0.00% | New | 8,162 | $257K |
| Independent Advisor Alliance | 0.00% | New | 8,126 | $255K |
| Madden Advisory Services, Inc. | 0.10% | Add +8.5% | 8,106 | $255K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -59.4% | 7,933 | $249K |
| Strategic Advocates LLC | 1.06% | Add +7.8% | 7,608 | $239K |
| Jacobs Equity LLC | 0.21% | Add +5.3% | 7,435 | $234K |
| Compound Planning, Inc. | 0.01% | New | 7,375 | $232K |
| RDA Financial Network | 0.06% | Reduce -37.6% | 7,234 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -71.7% | 7,209 | $227K |
| Triumph Capital Management | 0.04% | New | 6,328 | $199K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.3% | 5,969 | $187K |
| United Financial Planning Group LLC | 0.11% | New | 5,718 | $180K |
| GeoWealth Management, LLC | 0.01% | Reduce -44.6% | 5,684 | $179K |
| Advisory Services Network, LLC | 0.00% | New | 5,165 | $162K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,851 | $121K |
| Scarborough Advisors, LLC | 0.01% | New | 3,490 | $110K |
| SouthState Bank Corp | 0.00% | New | 2,990 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,792 | $88K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -36.7% | 2,246 | $71K |
| BlackRock, Inc. | 0.00% | Reduce -42.8% | 2,010 | $63K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,879 | $59K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,606 | $50K |
"% 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.