SCHWAB LONG-TERM US TREASURY (SCHQ) Institutional Ownership Changes & 13F Activity
SCHWAB LONG-TERM US TREASURY (SCHQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mml Investors Services, Llc, Cetera Investment Advisers, Morgan Stanley, Wells Fargo & Company/Mn, and Tidal Investments Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Professional Financial Management, Inc. | Buy | +96,034 | — | 96,034 | $3.04M | Q4 2025 | May 12, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +1 | — | 1 | $32.00 | Q4 2025 | Apr 24, 2026 |
| Downshift Financial, Llc | Buy | +20,614 | — | 20,614 | $653.98K | Q4 2025 | Mar 11, 2026 |
| Jacobs Equity Llc | Buy | +7,060 | — | 7,060 | $223.80K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +45,969 | — | 45,969 | $1.46M | Q4 2025 | Feb 18, 2026 |
| Kintra Wealth, Llc | Buy | +11,885 | — | 11,885 | $376.76K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +497,042 | — | 497,042 | $15.76M | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +207,781 | — | 207,781 | $6.59M | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, Llc | Buy | +162,424 | — | 162,424 | $5.15M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +159,077 | — | 159,077 | $5.04M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +153,084 | — | 153,084 | $4.85M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +81,896 | — | 81,896 | $2.60M | Q4 2025 | Feb 17, 2026 |
| Northrock Partners, Llc | Buy | +65,689 | — | 65,689 | $2.08M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +62,213 | — | 62,213 | $1.97M | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors Llc | Buy | +30,226 | — | 30,226 | $958.16K | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, Llc | Buy | +28,796 | — | 28,796 | $912.84K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +19,082 | — | 19,082 | $605.04K | Q4 2025 | Feb 17, 2026 |
| Geowealth Management, Llc | Buy | +10,257 | — | 10,257 | $325.15K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +1,704 | — | 1,704 | $54.02K | Q4 2025 | Feb 17, 2026 |
| Cardiff Park Advisors, Llc | Buy | +1,139 | — | 1,139 | $36.11K | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +821 | — | 821 | $26.03K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +789 | — | 789 | $25.00K | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, Llc | Buy | +617 | — | 617 | $19.55K | Q4 2025 | Feb 17, 2026 |
| Mml Investors Services, Llc | Buy | +1,645,892 | — | 1,645,892 | $52.17M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +473,990 | — | 473,990 | $15.03M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +337,890 | — | 337,890 | $10.71M | Q4 2025 | Feb 13, 2026 |
| Tidal Investments Llc | Buy | +317,293 | — | 317,293 | $10.06M | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +152,644 | — | 152,644 | $4.84M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +87,957 | — | 87,957 | $2.79M | Q4 2025 | Feb 13, 2026 |
| Bank Of Nova Scotia | Buy | +68,200 | — | 68,200 | $2.16M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about SCHQ activity
Which institutional owners are buying SCHQ?
Institutional owners buying SCHQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCHQ activity?
"Buy" means an investor increased their reported position in SCHQ compared to the prior reporting period. This reflects growing exposure to SCHWAB LONG-TERM US TREASURY (SCHQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCHQ increasing?
Institutional interest in SCHQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.