SCHWAB LONG-TERM US TREASURY (SCHQ) Institutional Ownership and Insiders Activity
SCHWAB LONG-TERM US TREASURY (SCHQ) is widely held by institutional investors, with 118 firms reporting positions valued at approximately $338.61M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $53.93M in SCHQ holdings in its latest filing.
Institutional Holders
118
Total Reported Value
$338.61M
Largest Holder
Lpl Financial Llc
Largest Position
$53.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$53.93M
- Tidal Investments Llc$43.45M
- Envestnet Asset Management Inc$43.37M
- Sfmg, Llc$19.46M
- Carolina Wealth Advisors, Llc$18.02M
SCHQ News
All news- Carolina Wealth Advisors Q2 2026 Portfolio Activity
Jul 12, 2026 · valut.ai