Who owns SCHQ?
Schwab Long-Term U.S. Treasury ETF · Schwab
118 institutions reported holding SCHQ, worth $341.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $43.4M | 1,394,729 | +718,572 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $43.4M | 1,385,488 | −2,603,202 shares |
| Mirae Asset Global Investments Co., Ltd. | Seoul, South Korea | $23.3M | 742,964 | −234,663 shares |
| SFMG, LLC | Plano, TX | $19.5M | 621,809 | +80,997 shares |
| LPL Financial LLC | Fort Mill, SC | $18.8M | 601,655 | −758,520 shares |
| Carolina Wealth Advisors, LLC | Myrtle Beach, SC | $18.1M | 579,543 | +15,277 shares |
| Werba Rubin Papier Wealth Management | San Jose, CA | $14.6M | 465,471 | −13,221 shares |
| MML Investors Services, LLC | Springfield, MA | $12.5M | 400,837 | −575,585 shares |
| Bank of New York Mellon Corp | New York, NY | $10.0M | 320,135 | +34,428 shares |
| Wells Fargo & Company | San Francisco, CA | $8.3M | 263,799 | −205,487 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCHQ?
118 institutional managers reported holding SCHQ in Form 13F filings for June 30, 2026, worth $341.7M in total. The largest reported position was held by Tidal Investments LLC, at $43.4M.
Did institutions buy or sell SCHQ last quarter?
Reported 13F value fell 29.0% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 28 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.