SCHWAB LONG-TERM US TREASURY (SCHQ) Institutional Ownership

SCHQ is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.96M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.96M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SCHQ position is now estimated to be worth approximately $1.95M, representing an estimated loss of -0.67% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCHWAB LONG-TERM US TREASURY (SCHQ).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$1,958,21062,304
Q4 20251$2,655,83883,780
Q3 20251$1,876,28858,071
Q2 20251$1,459,94245,781
Q1 20251$1,700,80851,917