SCHWAB LONG-TERM US TREASURY (SCHQ) Institutional Shareholders
SCHWAB LONG-TERM US TREASURY (SCHQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $338.44M in SCHQ holdings during the latest filing period.
Tidal Investments Llc is currently the largest disclosed institutional shareholder of SCHQ tracked by InsiderSet, reporting ownership valued at approximately $43.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.20M, representing an estimated loss of -5.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed SCHQ value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Envestnet Asset Management Inc, Mirae Asset Global Investments Co., Ltd., and several other long-term asset managers with concentrated positions in SCHWAB LONG-TERM US TREASURY (SCHQ).
This page ranks the largest institutional SCHQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$338.44M
Largest Holder
Tidal Investments Llc
Largest Position
$43.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.11% | 1,394,729 | $43,446,366 | $41,200,295 | -$2,246,071 | -5.17% | |
| Envestnet Asset Management Inc | 0.01% | 1,385,488 | $43,365,781 | $40,927,316 | -$2,438,465 | -5.62% | |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | 977,627 | $30,726,817 | $28,879,102 | -$1,847,715 | -6.01% | |
| Sfmg, Llc | 1.19% | 621,809 | $19,462,612 | $18,368,238 | -$1,094,374 | -5.62% | |
| Lpl Financial Llc | 0.00% | 601,655 | $18,831,785 | $17,772,889 | -$1,058,896 | -5.62% | |
| Carolina Wealth Advisors, Llc | 7.11% | 579,543 | $18,139,696 | $17,119,700 | -$1,019,996 | -5.62% | |
| Werba Rubin Papier Wealth Management | 1.77% | 465,471 | $14,569,254 | $13,750,013 | -$819,241 | -5.62% | |
| Mml Investors Services, Llc | 0.03% | 400,837 | $12,546,205 | $11,840,725 | -$705,480 | -5.62% | |
| Bank Of New York Mellon Corp | 0.00% | 320,135 | $10,020,214 | $9,456,788 | -$563,426 | -5.62% | |
| Wells Fargo & Company/Mn | 0.00% | 263,799 | $8,256,909 | $7,792,622 | -$464,287 | -5.62% | |
| Cetera Investment Advisers | 0.01% | 236,728 | $7,409,591 | $6,992,945 | -$416,646 | -5.62% | |
| Summit Financial, Llc | 0.07% | 207,404 | $6,491,736 | $6,126,714 | -$365,022 | -5.62% | |
| Beacon Bridge Wealth Partners, Llc | 1.52% | 169,913 | $5,318,271 | $5,019,230 | -$299,041 | -5.62% | |
| Ameriprise Financial Inc | 0.00% | 167,188 | $5,233,875 | $4,938,734 | -$295,141 | -5.64% | |
| L2 Asset Management, Llc | 0.54% | 165,654 | $5,184,984 | $4,893,419 | -$291,565 | -5.62% | |
| Centric Wealth Management | 0.79% | 164,686 | $5,083,859 | $4,864,824 | -$219,035 | -4.31% | |
| Morgan Stanley | 0.00% | 159,441 | $4,990,512 | $4,709,887 | -$280,625 | -5.62% | |
| Royal Bank Of Canada | 0.00% | 144,191 | $4,513,000 | $4,259,402 | -$253,598 | -5.62% | |
| Attessa Capital Llc | 1.86% | 132,650 | $4,151,945 | $3,918,481 | -$233,464 | -5.62% | |
| Professional Financial Management, Inc. | 3.53% | 111,214 | $3,480,998 | $3,285,262 | -$195,736 | -5.62% | |
| Jpmorgan Chase & Co | 0.00% | 108,731 | $3,440,277 | $3,211,914 | -$228,363 | -6.64% | |
| Wt Wealth Management | 0.90% | 103,757 | $3,247,586 | $3,064,982 | -$182,604 | -5.62% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 99,761 | $3,122,519 | $2,946,940 | -$175,579 | -5.62% | |
| Fermata Advisors, Llc | 0.62% | 98,434 | $3,080,978 | $2,907,740 | -$173,238 | -5.62% | |
| Charles Schwab Trust Co | 0.16% | 89,892 | $2,813,620 | $2,655,410 | -$158,210 | -5.62% | |
| Goldman Sachs Group Inc | 0.00% | 88,477 | $2,769,330 | $2,613,611 | -$155,719 | -5.62% | |
| Bank Of America Corp | 0.00% | 83,067 | $2,599,997 | $2,453,799 | -$146,198 | -5.62% | |
| Mfg Wealth Management, Inc. | 1.76% | 78,530 | $2,457,989 | $2,319,776 | -$138,213 | -5.62% | |
| Park Avenue Securities Llc | 0.01% | 74,473 | $2,331,000 | $2,199,932 | -$131,068 | -5.62% | |
| Susquehanna International Group, Llp | 0.00% | 71,265 | $2,230,595 | $2,105,168 | -$125,427 | -5.62% | |
| Bank Of Nova Scotia | 0.00% | 68,200 | $2,134,660 | $2,014,628 | -$120,032 | -5.62% | |
| Collective Family Office Llc | 0.36% | 56,305 | $1,762,347 | $1,663,250 | -$99,097 | -5.62% | |
| Ifp Advisors, Inc | 0.03% | 55,172 | $1,726,884 | $1,629,781 | -$97,103 | -5.62% | |
| Raymond James Financial Inc | 0.00% | 53,140 | $1,663,267 | $1,569,756 | -$93,511 | -5.62% | |
| Quadrature Capital Ltd | 0.01% | 51,569 | $1,614,110 | $1,523,348 | -$90,762 | -5.62% | |
| Foundations Investment Advisors, Llc | 0.02% | 51,095 | $1,599,287 | $1,509,346 | -$89,941 | -5.62% | |
| Mutual Advisors, Llc | 0.03% | 50,883 | $1,592,649 | $1,503,084 | -$89,565 | -5.62% | |
| Galvin, Gaustad & Stein, Llc | 0.12% | 50,726 | $1,587,719 | $1,498,446 | -$89,273 | -5.62% | |
| Barden Capital Management, Inc. | 1.25% | 43,414 | $1,358,858 | $1,282,450 | -$76,408 | -5.62% | |
| Cwm, Llc | 0.00% | 38,846 | $1,220,930 | $1,147,511 | -$73,419 | -6.01% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 37,103 | $1,161,326 | $1,096,023 | -$65,303 | -5.62% | |
| Smart Money Group Llc | 0.30% | 36,926 | $1,155,775 | $1,090,794 | -$64,981 | -5.62% | |
| Faithward Advisors, Llc | 0.14% | 35,714 | $1,117,833 | $1,054,992 | -$62,841 | -5.62% | |
| Wbh Advisory Inc | 0.07% | 35,637 | $1,115,438 | $1,052,717 | -$62,721 | -5.62% | |
| Seek First Inc. | 0.69% | 34,831 | $1,090,212 | $1,028,908 | -$61,304 | -5.62% | |
| Frisch Financial Group, Inc. | 0.16% | 29,607 | $926,699 | $874,591 | -$52,108 | -5.62% | |
| Antonelli Financial Advisors, Llc | 0.59% | 27,301 | $855,000 | $806,472 | -$48,528 | -5.68% | |
| Sigma Planning Corp | 0.02% | 27,271 | $853,585 | $805,585 | -$48,000 | -5.62% | |
| Granville Capital, Inc. | 0.37% | 26,302 | $823,245 | $776,961 | -$46,284 | -5.62% | |
| Keystone Global Partners, Llc | 0.31% | 26,006 | $813,999 | $768,217 | -$45,782 | -5.62% |
Frequently asked questions about SCHQ
Who owns the most SCHQ stock?
The largest holders of SCHQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB LONG-TERM US TREASURY (SCHQ).
Is SCHQ widely held by superinvestors?
Many widely followed stocks like SCHQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.