Schwab Long-term US Treasury ETF (SCHQ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SCHQ (all 13F filers)
- Tidal Investments1.4 MInvestment firm+719 K
- Envestnet Asset Management1.4 MWealth adviser−2.6 M
- Mirae Asset Global Investments743 KInvestment firm−235 K
- Sfmg622 KType not verified+81 K
- LPL Financial602 KWealth adviser−759 K
- Carolina Wealth Advisors580 KWealth adviser+15 K
- Werba Rubin Papier Wealth Management465 KWealth adviser−13 K
- MML Investors Services401 KWealth adviser−576 K
- Bank of New York Mellon320 KBank or trading desk+34 K
- Wells Fargo264 KBank or trading desk−205 K
- Shares
- 1.4 M
- Change
- +719 K
See more
- Type
- Investment firm
- Value
- $43.4M
- Shares
- 1.4 M
- Change
- −2.6 M
See more
- Type
- Wealth adviser
- Value
- $43.4M
- Shares
- 743 K
- Change
- −235 K
See more
- Type
- Investment firm
- Value
- $23.3M
- Shares
- 622 K
- Change
- +81 K
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- Type
- Type not verified
- Value
- $19.5M
- Shares
- 602 K
- Change
- −759 K
See more
- Type
- Wealth adviser
- Value
- $18.8M
- Carolina Wealth Advisors
- Shares
- 580 K
- Change
- +15 K
See more
- Type
- Wealth adviser
- Value
- $18.1M
- Werba Rubin Papier Wealth Management
- Shares
- 465 K
- Change
- −13 K
See more
- Type
- Wealth adviser
- Value
- $14.6M
- Shares
- 401 K
- Change
- −576 K
See more
- Type
- Wealth adviser
- Value
- $12.5M
- Shares
- 320 K
- Change
- +34 K
See more
- Type
- Bank or trading desk
- Value
- $10.0M
- Shares
- 264 K
- Change
- −205 K
See more
- Type
- Bank or trading desk
- Value
- $8.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗