SCHQ institutional holders

SCHWAB LONG-TERM U.S. TREASURY ETF · 13F, 2026Q2

Managers holding118
Shares held10,930,530
Reported value$341.7m
Quarter flows28 new, 32 added, 49 trimmed, 31 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Tidal Investments LLC1,394,729$43.4m0.1%
ENVESTNET ASSET MANAGEMENT INC1,385,488$43.4m0.0%
Mirae Asset Global Investments Co., Ltd.742,964$23.3m0.0%
SFMG, LLC621,809$19.5m1.2%
LPL Financial LLC601,655$18.8m0.0%
Carolina Wealth Advisors, LLC579,543$18.1m7.1%
Werba Rubin Papier Wealth Management465,471$14.6m1.8%
MML INVESTORS SERVICES, LLC400,837$12.5m0.0%
Bank of New York Mellon Corp320,135$10.0m0.0%
WELLS FARGO & COMPANY/MN263,799$8.3m0.0%
Cetera Investment Advisers236,728$7.4m0.0%
AllGen Financial Advisors, Inc.221,736$6.9m1.5%
Summit Financial, LLC207,404$6.5m0.1%
Beacon Bridge Wealth Partners, LLC169,913$5.3m1.5%
AMERIPRISE FINANCIAL INC167,188$5.2m0.0%
L2 Asset Management, LLC165,654$5.2m0.5%
Centric Wealth Management164,686$5.1m0.8%
MORGAN STANLEY159,441$5.0m0.0%
ROYAL BANK OF CANADA144,191$4.5m0.0%
Attessa Capital LLC132,650$4.2m1.9%
Professional Financial Management, Inc.111,214$3.5m3.5%
JPMORGAN CHASE & CO108,731$3.4m0.0%
WT Wealth Management103,757$3.2m0.9%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC99,761$3.1m0.0%
Fermata Advisors, LLC98,434$3.1m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCHQ"). SCHQ price history · All 13F data

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