Who owns Schwab Long-Term U.S. Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHQ from SEC Form 13F filings across 117 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 117 institutions disclosed 10.9M shares of Schwab Long-Term U.S. Treasury ETF worth $341.7M — about 43.1% of shares outstanding; the largest disclosed holder is Tidal Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
117
13F holders
$341.7M
value, 2026 filers
43.1%
of shares outstanding (10.9M sh)
28
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 1.4M | $43.4M | 0.1% | 5.5% | +106.3% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $43.4M | 0.0% | 5.5% | -65.3% |
| 3 | Mirae Asset Global Investments Co., Ltd. | 742,964 | $23.3M | 0.0% | 2.9% | -24.0% |
| 4 | SFMG, LLC | 621,809 | $19.5M | 1.2% | 2.5% | +15.0% |
| 5 | LPL Financial LLC | 601,655 | $18.8M | 0.0% | 2.4% | -55.8% |
| 6 | Carolina Wealth Advisors, LLC | 579,543 | $18.1M | 7.1% | 2.3% | +2.7% |
| 7 | Werba Rubin Papier Wealth Management | 465,471 | $14.6M | 1.8% | 1.8% | -2.8% |
| 8 | MML INVESTORS SERVICES, LLC | 400,837 | $12.5M | 0.0% | 1.6% | -58.9% |
| 9 | Bank of New York Mellon Corp | 320,135 | $10.0M | 0.0% | 1.3% | +12.1% |
| 10 | WELLS FARGO & COMPANY/MN | 263,799 | $8.3M | 0.0% | 1% | -43.8% |
| 11 | Cetera Investment Advisers | 236,728 | $7.4M | 0.0% | 0.9% | -36.5% |
| 12 | AllGen Financial Advisors, Inc.NEW | 221,736 | $6.9M | 1.5% | 0.9% | new |
| 13 | Summit Financial, LLC | 207,404 | $6.5M | 0.1% | 0.8% | +9.7% |
| 14 | Beacon Bridge Wealth Partners, LLC | 169,913 | $5.3M | 1.5% | 0.7% | -3.9% |
| 15 | AMERIPRISE FINANCIAL INC | 167,188 | $5.2M | 0.0% | 0.7% | +4.0% |
| 16 | L2 Asset Management, LLC | 165,654 | $5.2M | 0.5% | 0.7% | -49.0% |
| 17 | Centric Wealth Management | 164,686 | $5.1M | 0.8% | 0.6% | 0.0% |
| 18 | MORGAN STANLEY | 159,441 | $5.0M | 0.0% | 0.6% | -49.0% |
| 19 | ROYAL BANK OF CANADA | 144,191 | $4.5M | 0.0% | 0.6% | -4.1% |
| 20 | Attessa Capital LLC | 132,650 | $4.2M | 1.9% | 0.5% | +7.4% |
| 21 | Professional Financial Management, Inc. | 111,214 | $3.5M | 3.5% | 0.4% | +8.9% |
| 22 | JPMORGAN CHASE & CO | 108,731 | $3.4M | 0.0% | 0.4% | -74.1% |
| 23 | WT Wealth Management | 103,757 | $3.2M | 0.9% | 0.4% | +14.0% |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 99,761 | $3.1M | 0.0% | 0.4% | +122.0% |
| 25 | Fermata Advisors, LLC | 98,434 | $3.1M | 0.6% | 0.4% | +87.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.