SCHWAB LONG-TERM US TREASURY (SCHQ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $463.74M in SCHQ holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of SCHQ tracked by InsiderSet, reporting ownership valued at approximately $125.36M in its March 31, 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 $124.53M, representing an estimated loss of -0.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed SCHQ value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, 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
120
Total Reported Value
$463.74M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$125.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 3,988,690 | $125,364,528 | $124,526,902 | -$837,626 | -0.67% | |
| Lpl Financial Llc | 0.01% | 1,360,175 | $42,750,305 | $42,464,664 | -$285,642 | -0.67% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 977,627 | $30,726,817 | $30,521,515 | -$205,302 | -0.67% | |
| Mml Investors Services, Llc | 0.09% | 976,422 | $30,688,945 | $30,483,895 | -$205,050 | -0.67% | |
| Tidal Investments Llc | 0.07% | 676,157 | $21,179,536 | $21,109,622 | -$69,914 | -0.33% | |
| Carolina Wealth Advisors, Llc | 7.39% | 564,266 | $17,734,880 | $17,616,385 | -$118,495 | -0.67% | |
| Sfmg, Llc | 1.17% | 540,812 | $16,997,708 | $16,884,151 | -$113,557 | -0.67% | |
| Werba Rubin Papier Wealth Management | 2.10% | 478,692 | $15,045,296 | $14,944,764 | -$100,532 | -0.67% | |
| Wells Fargo & Company/Mn | 0.00% | 469,286 | $14,749,659 | $14,651,109 | -$98,550 | -0.67% | |
| Cetera Investment Advisers | 0.01% | 372,644 | $11,712,209 | $11,633,946 | -$78,263 | -0.67% | |
| L2 Asset Management, Llc | 0.97% | 324,933 | $10,212,656 | $10,144,408 | -$68,248 | -0.67% | |
| Morgan Stanley | 0.00% | 312,529 | $9,822,786 | $9,757,155 | -$65,631 | -0.67% | |
| Bank Of New York Mellon Corp | 0.00% | 285,707 | $8,979,770 | $8,919,773 | -$59,997 | -0.67% | |
| Professional Financial Management, Inc. | 3.39% | 198,127 | $6,253,061 | $6,185,525 | -$67,536 | -1.08% | |
| Summit Financial, Llc | 0.08% | 189,078 | $5,942,729 | $5,903,015 | -$39,714 | -0.67% | |
| Beacon Bridge Wealth Partners, Llc | 1.86% | 176,856 | $5,558,595 | $5,521,444 | -$37,151 | -0.67% | |
| Centric Wealth Management | 1.01% | 164,686 | $5,083,859 | $5,141,497 | +$57,638 | +1.13% | |
| Ameriprise Financial Inc | 0.00% | 160,810 | $5,054,411 | $5,020,488 | -$33,923 | -0.67% | |
| Royal Bank Of Canada | 0.00% | 150,316 | $4,724,000 | $4,692,866 | -$31,134 | -0.66% | |
| Attessa Capital Llc | 2.11% | 123,516 | $3,882,108 | $3,856,170 | -$25,938 | -0.67% | |
| Goldman Sachs Group Inc | 0.00% | 118,727 | $3,731,590 | $3,706,657 | -$24,933 | -0.67% | |
| Wbh Advisory Inc | 0.22% | 95,285 | $2,981,464 | $2,974,798 | -$6,666 | -0.22% | |
| Wt Wealth Management | 0.85% | 91,052 | $2,861,776 | $2,842,643 | -$19,133 | -0.67% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 90,524 | $2,845,171 | $2,826,159 | -$19,012 | -0.67% | |
| Charles Schwab Trust Co | 0.17% | 85,315 | $2,681,450 | $2,663,534 | -$17,916 | -0.67% | |
| Collective Family Office Llc | 0.56% | 79,316 | $2,492,902 | $2,476,246 | -$16,656 | -0.67% | |
| Bank Of America Corp | 0.00% | 77,508 | $2,436,077 | $2,419,800 | -$16,277 | -0.67% | |
| Mfg Wealth Management, Inc. | 1.91% | 73,332 | $2,304,825 | $2,289,425 | -$15,400 | -0.67% | |
| Gts Securities Llc | 0.08% | 69,653 | $2,189,194 | $2,174,567 | -$14,627 | -0.67% | |
| Bank Of Nova Scotia | 0.00% | 68,200 | $2,143,526 | $2,129,204 | -$14,322 | -0.67% | |
| Sequoia Financial Advisors | 0.01% | 62,304 | $1,958,210 | $1,945,131 | -$13,079 | -0.67% | |
| Sanctuary Advisors, Llc | 0.01% | 57,655 | $1,812,097 | $1,799,989 | -$12,108 | -0.67% | |
| Waverly Advisors, Llc | 0.01% | 55,220 | $1,735,553 | $1,723,968 | -$11,585 | -0.67% | |
| Raymond James Financial Inc | 0.00% | 53,745 | $1,689,212 | $1,677,919 | -$11,293 | -0.67% | |
| Mutual Advisors, Llc | 0.04% | 53,398 | $1,678,290 | $1,667,086 | -$11,204 | -0.67% | |
| Fermata Advisors, Llc | 0.37% | 52,565 | $1,652,128 | $1,641,079 | -$11,049 | -0.67% | |
| Tower Research Capital Llc (Trc) | 0.04% | 49,840 | $1,566,471 | $1,556,005 | -$10,466 | -0.67% | |
| Northrock Partners, Llc | 0.02% | 49,130 | $1,544,177 | $1,533,839 | -$10,338 | -0.67% | |
| Galvin, Gaustad & Stein, Llc | 0.12% | 48,045 | $1,510,062 | $1,499,965 | -$10,097 | -0.67% | |
| Foundations Investment Advisors, Llc | 0.02% | 47,753 | $1,500,888 | $1,490,849 | -$10,039 | -0.67% | |
| Susquehanna International Group, Llp | 0.00% | 47,683 | $1,498,677 | $1,488,663 | -$10,014 | -0.67% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 44,930 | $1,412,150 | $1,402,715 | -$9,435 | -0.67% | |
| Barden Capital Management, Inc. | 1.19% | 44,165 | $1,388,106 | $1,378,831 | -$9,275 | -0.67% | |
| Cwm, Llc | 0.00% | 38,846 | $1,220,930 | $1,212,772 | -$8,158 | -0.67% | |
| Seek First Inc. | 0.82% | 37,207 | $1,169,413 | $1,161,603 | -$7,810 | -0.67% | |
| Faithward Advisors, Llc | 0.16% | 36,545 | $1,148,622 | $1,140,935 | -$7,687 | -0.67% | |
| World Investment Advisors | 0.02% | 35,703 | $1,122,148 | $1,114,648 | -$7,500 | -0.67% | |
| Smart Money Group Llc | 0.32% | 34,937 | $1,098,055 | $1,090,733 | -$7,322 | -0.67% | |
| Antonelli Financial Advisors, Llc | 0.70% | 32,301 | $1,015,000 | $1,008,437 | -$6,563 | -0.65% | |
| Frisch Financial Group, Inc. | 0.21% | 31,820 | $1,000,103 | $993,420 | -$6,683 | -0.67% |
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.