SCHQ Institutional Ownership & Shareholders
SCHWAB LONG-TERM US TREASURY (SCHQ) is currently held by 118 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $338.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $41.19M, representing an estimated loss of -5.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SCHQ value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Envestnet Asset Management Inc, Sfmg, Llc, 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
118
Total Reported Value
$338.61M
Largest Holder
Tidal Investments Llc
Largest Position
$43.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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 | $41,186,347 | -$2,260,019 | -5.20% | |
| Envestnet Asset Management Inc | 0.01% | 1,385,488 | $43,365,781 | $40,913,461 | -$2,452,320 | -5.65% | |
| Sfmg, Llc | 1.19% | 621,809 | $19,462,612 | $18,362,020 | -$1,100,592 | -5.65% | |
| Lpl Financial Llc | 0.00% | 601,655 | $18,831,785 | $17,766,872 | -$1,064,913 | -5.65% | |
| Carolina Wealth Advisors, Llc | 6.86% | 633,300 | $18,023,718 | $18,701,349 | +$677,631 | +3.76% | |
| Werba Rubin Papier Wealth Management | 1.77% | 465,471 | $14,569,254 | $13,745,359 | -$823,895 | -5.66% | |
| Mml Investors Services, Llc | 0.03% | 400,837 | $12,546,205 | $11,836,717 | -$709,488 | -5.66% | |
| Bank Of New York Mellon Corp | 0.00% | 320,135 | $10,020,214 | $9,453,587 | -$566,627 | -5.65% | |
| Wells Fargo & Company/Mn | 0.00% | 263,799 | $8,256,909 | $7,789,984 | -$466,925 | -5.65% | |
| Cetera Investment Advisers | 0.01% | 236,728 | $7,409,591 | $6,990,578 | -$419,013 | -5.66% | |
| Summit Financial, Llc | 0.07% | 207,404 | $6,491,736 | $6,124,640 | -$367,096 | -5.65% | |
| Beacon Bridge Wealth Partners, Llc | 1.52% | 169,913 | $5,318,271 | $5,017,531 | -$300,740 | -5.65% | |
| Ameriprise Financial Inc | 0.00% | 167,188 | $5,233,875 | $4,937,062 | -$296,813 | -5.67% | |
| L2 Asset Management, Llc | 0.54% | 165,654 | $5,184,984 | $4,891,763 | -$293,221 | -5.66% | |
| Centric Wealth Management | 0.79% | 164,686 | $5,083,859 | $4,863,178 | -$220,681 | -4.34% | |
| Morgan Stanley | 0.00% | 159,441 | $4,990,512 | $4,708,293 | -$282,219 | -5.66% | |
| Royal Bank Of Canada | 0.00% | 144,191 | $4,513,000 | $4,257,960 | -$255,040 | -5.65% | |
| Attessa Capital Llc | 1.62% | 133,022 | $3,785,806 | $3,928,140 | +$142,334 | +3.76% | |
| Jpmorgan Chase & Co | 0.00% | 108,731 | $3,440,277 | $3,210,826 | -$229,451 | -6.67% | |
| Professional Financial Management, Inc. | 3.34% | 115,378 | $3,283,658 | $3,407,112 | +$123,454 | +3.76% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 99,761 | $3,122,519 | $2,945,942 | -$176,577 | -5.65% | |
| Goldman Sachs Group Inc | 0.00% | 88,477 | $2,769,330 | $2,612,726 | -$156,604 | -5.65% | |
| Bank Of America Corp | 0.00% | 83,067 | $2,599,997 | $2,452,969 | -$147,028 | -5.65% | |
| Mfg Wealth Management, Inc. | 1.65% | 80,002 | $2,276,864 | $2,362,459 | +$85,595 | +3.76% | |
| Susquehanna International Group, Llp | 0.00% | 71,265 | $2,230,595 | $2,104,455 | -$126,140 | -5.65% | |
| Bank Of Nova Scotia | 0.00% | 68,200 | $2,134,660 | $2,013,946 | -$120,714 | -5.65% | |
| Fermata Advisors, Llc | 0.37% | 67,260 | $1,914,210 | $1,986,188 | +$71,978 | +3.76% | |
| Galvin, Gaustad & Stein, Llc | 0.13% | 61,915 | $1,762,122 | $1,828,350 | +$66,228 | +3.76% | |
| Ifp Advisors, Inc | 0.03% | 60,568 | $1,723,765 | $1,788,573 | +$64,808 | +3.76% | |
| Raymond James Financial Inc | 0.00% | 53,140 | $1,663,267 | $1,569,224 | -$94,043 | -5.65% | |
| Quadrature Capital Ltd | 0.01% | 51,569 | $1,614,110 | $1,522,833 | -$91,277 | -5.65% | |
| Foundations Investment Advisors, Llc | 0.02% | 51,095 | $1,599,287 | $1,508,835 | -$90,452 | -5.66% | |
| Mutual Advisors, Llc | 0.03% | 50,883 | $1,592,649 | $1,502,575 | -$90,074 | -5.66% | |
| Barden Capital Management, Inc. | 1.16% | 44,671 | $1,271,337 | $1,319,135 | +$47,798 | +3.76% | |
| Cwm, Llc | 0.00% | 38,846 | $1,220,930 | $1,147,122 | -$73,808 | -6.05% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 37,103 | $1,161,326 | $1,095,652 | -$65,674 | -5.66% | |
| Smart Money Group Llc | 0.30% | 36,926 | $1,155,775 | $1,090,425 | -$65,350 | -5.65% | |
| Faithward Advisors, Llc | 0.14% | 35,714 | $1,117,833 | $1,054,634 | -$63,199 | -5.65% | |
| Wbh Advisory Inc | 0.07% | 35,637 | $1,115,438 | $1,052,361 | -$63,077 | -5.65% | |
| Seek First Inc. | 0.63% | 34,162 | $972,260 | $1,008,804 | +$36,544 | +3.76% | |
| Frisch Financial Group, Inc. | 0.16% | 29,607 | $926,699 | $874,295 | -$52,404 | -5.65% | |
| Dkm Wealth Management, Inc. | 0.55% | 30,298 | $862,282 | $894,700 | +$32,418 | +3.76% | |
| Sagespring Wealth Partners, Llc | 0.01% | 30,162 | $858,405 | $890,684 | +$32,279 | +3.76% | |
| Granville Capital, Inc. | 0.37% | 26,302 | $823,245 | $776,698 | -$46,547 | -5.65% | |
| Ritholtz Wealth Management | 0.01% | 25,991 | $813,518 | $767,514 | -$46,004 | -5.65% | |
| Sellwood Investment Partners Llc | 0.25% | 24,901 | $708,682 | $735,327 | +$26,645 | +3.76% | |
| Waverly Advisors, Llc | 0.00% | 18,299 | $572,751 | $540,369 | -$32,382 | -5.65% | |
| Exencial Wealth Advisors, Llc | 0.02% | 16,253 | $510,829 | $479,951 | -$30,878 | -6.04% | |
| Northrock Partners, Llc | 0.01% | 16,265 | $509,079 | $480,305 | -$28,774 | -5.65% | |
| Silverlake Wealth Management Llc | 0.09% | 17,497 | $497,978 | $516,686 | +$18,708 | +3.76% |
Frequently asked questions about SCHQ
Who are the largest institutional holders of SCHQ?
The largest institutional holders of SCHQ reported in the latest SEC Form 13F filings include Tidal Investments Llc, Envestnet Asset Management Inc, Sfmg, Llc, Lpl Financial Llc, and Carolina Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SCHQ position.
What is SCHQ institutional ownership?
This page tracks SCHQ positions reported by institutional investment managers through SEC Form 13F. SCHWAB LONG-TERM US TREASURY (SCHQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHQ?
InsiderSet currently tracks 118 institutional managers reporting SCHQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHQ shareholders.
How much SCHQ stock do institutions own?
Institutional investment managers disclosed approximately $338.61M in SCHQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHQ institutional ownership last updated?
The latest SCHQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHQ position after the reporting date.
Are institutions buying or selling SCHQ?
Institutional buying and selling can be analyzed by comparing SCHQ positions across consecutive 13F reporting periods. InsiderSet's SCHQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHQ ownership changes.
How has SCHQ institutional ownership changed over time?
InsiderSet tracks SCHQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.