Who owns Schwab Long-Term U.S. Treasury ETF?
Institutional ownership of SCHQ from SEC Form 13F filings across 79 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.
79
13F holders
$279.1M
value, 2026 filers
35.5%
of shares outstanding (9.0M sh)
19
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 | Summit Financial, LLC | 207,404 | $6.5M | 0.1% | 0.8% | +9.7% |
| 13 | AMERIPRISE FINANCIAL INC | 167,188 | $5.2M | 0.0% | 0.7% | +4.0% |
| 14 | MORGAN STANLEY | 159,441 | $5.0M | 0.0% | 0.6% | -49.0% |
| 15 | ROYAL BANK OF CANADA | 144,191 | $4.5M | 0.0% | 0.6% | -4.1% |
| 16 | JPMORGAN CHASE & CO | 108,731 | $3.4M | 0.0% | 0.4% | -74.1% |
| 17 | WT Wealth Management | 103,757 | $3.2M | 0.9% | 0.4% | +14.0% |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 99,761 | $3.1M | 0.0% | 0.4% | +122.0% |
| 19 | GOLDMAN SACHS GROUP INC | 88,477 | $2.8M | 0.0% | 0.3% | -25.5% |
| 20 | BANK OF AMERICA CORP /DE/ | 83,067 | $2.6M | 0.0% | 0.3% | +7.2% |
| 21 | PARK AVENUE SECURITIES LLC | 74,473 | $2,331 | 0.0% | 0.3% | -70.2% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,265 | $2.2M | 0.0% | 0.3% | +49.5% |
| 23 | IFP Advisors, Inc | 55,172 | $1.7M | 0.0% | 0.2% | +77.5% |
| 24 | RAYMOND JAMES FINANCIAL INC | 53,140 | $1.7M | 0.0% | 0.2% | -1.1% |
| 25 | RITHOLTZ WEALTH MANAGEMENT | 51,982 | $1.6M | 0.0% | 0.2% | +382.3% |
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.