SCHWAB LONG-TERM US TREASURY SCHQ
$31.03
+0.0% 52w: $29.56 – $32.36
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data29.5630.9632.36
Jun 20, 2025 Jul 2, 2026
Institutional holders
120
+1 QoQ
13F value
$482.9M
-22.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCHQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.0M | $125.4M | 0.0% | -34.1% |
| LPL Financial LLC | Bank broker | 1.4M | $42.8M | 0.0% | -28.6% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 977.6K | $30.7M | 0.0% | -23.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 976.4K | $30.7M | 0.1% | -40.7% |
| Tidal Investments LLC | Diversified mechanical | 676.2K | $21.2M | 0.1% | +113.1% |
| Carolina Wealth Advisors, LLC | Other | 564.3K | $17.7M | 7.4% | -2.7% |
| SFMG, LLC | Wealth advisor | 540.8K | $17.0M | 1.2% | +13.4% |
| Werba Rubin Papier Wealth Management | Wealth advisor | 478.7K | $15.0M | 2.1% | -0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 469.3K | $14.7M | 0.0% | +38.9% |
| JPMORGAN CHASE & CO | Bank broker | 419.8K | $13.2M | 0.0% | -30.3% |
| Cetera Investment Advisers | Wealth advisor | 372.6K | $11.7M | 0.0% | -25.0% |
| L2 Asset Management, LLC | Other | 324.9K | $10.2M | 1.0% | +100.1% |
| MORGAN STANLEY | Bank broker | 312.5K | $9.8M | 0.0% | -34.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 285.7K | $9.0M | 0.0% | +102.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 249.5K | $7.8M | 0.1% | -35.8% |
| Summit Financial, LLC | Wealth advisor | 189.1K | $5.9M | 0.1% | +115.0% |
| Beacon Bridge Wealth Partners, LLC | Wealth advisor | 176.9K | $5.6M | 1.9% | +1.1% |
| Centric Wealth Management | Other | 164.7K | $5.1M | 1.0% | +6.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 160.8K | $5.1M | 0.0% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 150.3K | $4.7M | 0.0% | -1.8% |
| Attessa Capital LLC | Wealth advisor | 123.5K | $3.9M | 2.1% | -0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 118.7K | $3.7M | 0.0% | -57.5% |
| Professional Financial Management, Inc. | Wealth advisor | 102.1K | $3.2M | 3.3% | +6.3% |
| WBH ADVISORY INC | Wealth advisor | 95.3K | $3.0M | 0.2% | -25.8% |
| WT Wealth Management | Wealth advisor | 91.1K | $2.9M | 0.9% | -4.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 90.5K | $2.8M | 0.0% | -28.7% |
| Charles Schwab Trust Co | Wealth advisor | 85.3K | $2.7M | 0.2% | +23.9% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 79.3K | $2.5M | 0.6% | -5.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 77.5K | $2.4M | 0.0% | -5.4% |
| MFG WEALTH MANAGEMENT, INC. | Other | 73.3K | $2.3M | 1.9% | +4.7% |
| GTS SECURITIES LLC | Market maker | 69.7K | $2.2M | 0.1% | -54.4% |
| BANK OF NOVA SCOTIA | Bank broker | 68.2K | $2.1M | 0.0% | Held |
| Sequoia Financial Advisors, LLC | Wealth advisor | 62.3K | $2.0M | 0.0% | -25.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 57.7K | $1.8M | 0.0% | -19.7% |
| Waverly Advisors, LLC | Wealth advisor | 55.2K | $1.7M | 0.0% | -11.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 53.7K | $1.7M | 0.0% | +16.9% |
| Mutual Advisors, LLC | Wealth advisor | 53.4K | $1.7M | 0.0% | -10.5% |
| Fermata Advisors, LLC | Wealth advisor | 52.6K | $1.7M | 0.4% | +0.5% |
| Tower Research Capital LLC (TRC) | Market maker | 49.8K | $1.6M | 0.0% | New |
| NorthRock Partners, LLC | Wealth advisor | 49.1K | $1.5M | 0.0% | -25.2% |
| Galvin, Gaustad & Stein, LLC | Wealth advisor | 48.0K | $1.5M | 0.1% | -37.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 47.8K | $1.5M | 0.0% | +8.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 47.7K | $1.5M | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 44.9K | $1.4M | 0.0% | +165.0% |
| Barden Capital Management, Inc. | Wealth advisor | 44.2K | $1.4M | 1.2% | +0.7% |
| CWM, LLC | Wealth advisor | 38.8K | $1.2M | 0.0% | -3.4% |
| Seek First Inc. | Wealth advisor | 37.2K | $1.2M | 0.8% | +7.7% |
| Faithward Advisors, LLC | Other | 36.5K | $1.1M | 0.2% | +26.9% |
| World Investment Advisors | Wealth advisor | 35.7K | $1.1M | 0.0% | New |
| Smart Money Group LLC | Wealth advisor | 34.9K | $1.1M | 0.3% | +46.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.