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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Professional Financial Management, Inc.Buy+96,034—96,034$3.04MQ4 2025May 12, 2026
Medallion Wealth Advisors, LlcBuy+1—1$32.00Q4 2025Apr 24, 2026
Downshift Financial, LlcBuy+20,614—20,614$653.98KQ4 2025Mar 11, 2026
Jacobs Equity LlcBuy+7,060—7,060$223.80KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+45,969—45,969$1.46MQ4 2025Feb 18, 2026
Kintra Wealth, LlcBuy+11,885—11,885$376.76KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+497,042—497,042$15.76MQ4 2025Feb 17, 2026
Quadrature Capital LtdBuy+207,781—207,781$6.59MQ4 2025Feb 17, 2026
L2 Asset Management, LlcBuy+162,424—162,424$5.15MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+159,077—159,077$5.04MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+153,084—153,084$4.85MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+81,896—81,896$2.60MQ4 2025Feb 17, 2026
Northrock Partners, LlcBuy+65,689—65,689$2.08MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+62,213—62,213$1.97MQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+30,226—30,226$958.16KQ4 2025Feb 17, 2026
Faithward Advisors, LlcBuy+28,796—28,796$912.84KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+19,082—19,082$605.04KQ4 2025Feb 17, 2026
Geowealth Management, LlcBuy+10,257—10,257$325.15KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+1,704—1,704$54.02KQ4 2025Feb 17, 2026
Cardiff Park Advisors, LlcBuy+1,139—1,139$36.11KQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+821—821$26.03KQ4 2025Feb 17, 2026
Fmr LlcBuy+789—789$25.00KQ4 2025Feb 17, 2026
Signature Equity Partners, LlcBuy+617—617$19.55KQ4 2025Feb 17, 2026
Mml Investors Services, LlcBuy+1,645,892—1,645,892$52.17MQ4 2025Feb 13, 2026
Morgan StanleyBuy+473,990—473,990$15.03MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+337,890—337,890$10.71MQ4 2025Feb 13, 2026
Tidal Investments LlcBuy+317,293—317,293$10.06MQ4 2025Feb 13, 2026
Gts Securities LlcBuy+152,644—152,644$4.84MQ4 2025Feb 13, 2026
Summit Financial, LlcBuy+87,957—87,957$2.79MQ4 2025Feb 13, 2026
Bank Of Nova ScotiaBuy+68,200—68,200$2.16MQ4 2025Feb 13, 2026
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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.