SCHQ Institutional Ownership
Schwab Long-Term U.S. Treasury ETF
1W: -1.7%
1M: -5.2%
3M: -8.7%
YTD: -9.8%
1Y: -11.2%
3Y: -0.6%
5Y: -34.9%
$28.32
-0.10 (-0.35%)
Weekly Expected Move ±1.4%
$28
$28
$28
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SCHQ
147
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
342M
Total Invested
29
New Positions
32
Increased
76
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (169 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 1,394,729 | $39M | +718,572 | +106.3% | 6Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,385,488 | $39M | -2,603,202 | -65.3% | 13Q | SEC ↗ |
| 3 | Mirae Asset Global Investments Co., Lt | 742,964 | $21M | -234,663 | -24.0% | 10Q | SEC ↗ |
| 4 | SFMG, LLC | 621,809 | $18M | +80,997 | +15.0% | 12Q | SEC ↗ |
| 5 | LPL Financial LLC | 601,655 | $17M | -758,520 | -55.8% | 9Q | SEC ↗ |
| 6 | Carolina Wealth Advisors, LLC | 579,543 | $16M | +15,277 | +2.7% | 5Q | SEC ↗ |
| 7 | Werba Rubin Papier Wealth Management | 465,471 | $13M | -13,221 | -2.8% | 8Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 400,837 | $11M | -575,585 | -58.9% | 13Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 320,135 | $9M | +34,428 | +12.1% | 10Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 263,799 | $7M | -205,487 | -43.8% | 4Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 236,728 | $7M | -135,916 | -36.5% | 13Q | SEC ↗ |
| 12 | AllGen Financial Advisors, Inc. NEW | 221,736 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Summit Financial, LLC | 207,404 | $6M | +18,326 | +9.7% | 4Q | SEC ↗ |
| 14 | Beacon Bridge Wealth Partners, LLC | 169,913 | $5M | -6,943 | -3.9% | 12Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 167,188 | $5M | +6,378 | +4.0% | 13Q | SEC ↗ |
| 16 | L2 Asset Management, LLC | 165,654 | $5M | -159,279 | -49.0% | 7Q | SEC ↗ |
| 17 | Centric Wealth Management | 164,686 | $5M | — | +0.0% | 8Q | SEC ↗ |
| 18 | MORGAN STANLEY | 159,441 | $5M | -153,088 | -49.0% | 18Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 144,191 | $4M | -6,125 | -4.1% | 16Q | SEC ↗ |
| 20 | Attessa Capital LLC | 132,650 | $4M | +9,134 | +7.4% | 7Q | SEC ↗ |
| 21 | Professional Financial Management, Inc | 111,214 | $3M | +9,121 | +8.9% | 3Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 108,731 | $3M | -311,051 | -74.1% | 12Q | SEC ↗ |
| 23 | WT Wealth Management | 103,757 | $3M | +12,705 | +14.0% | 8Q | SEC ↗ |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 99,761 | $3M | +54,831 | +122.0% | 3Q | SEC ↗ |
| 25 | Fermata Advisors, LLC | 98,434 | $3M | +45,869 | +87.3% | 7Q | SEC ↗ |
| 26 | Charles Schwab Trust Co | 89,892 | $3M | +4,577 | +5.4% | 24Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 88,477 | $3M | -30,250 | -25.5% | 8Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 83,067 | $2M | +5,559 | +7.2% | 15Q | SEC ↗ |
| 29 | Principia Wealth Advisory, LLC | 82,622 | $2M | -49,330 | -37.4% | 5Q | SEC ↗ |
| 30 | MFG WEALTH MANAGEMENT, INC. | 78,530 | $2M | +5,198 | +7.1% | 4Q | SEC ↗ |
| 31 | PARK AVENUE SECURITIES LLC | 74,473 | $2M | -175,035 | -70.2% | 5Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,265 | $2M | +23,582 | +49.5% | 2Q | SEC ↗ |
| 33 | BANK OF NOVA SCOTIA | 68,200 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 34 | COLLECTIVE FAMILY OFFICE LLC | 56,305 | $2M | -23,011 | -29.0% | 11Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 55,172 | $2M | +24,084 | +77.5% | 11Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 53,140 | $2M | -605 | -1.1% | 7Q | SEC ↗ |
| 37 | Quadrature Capital Ltd NEW | 51,569 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Foundations Investment Advisors, LLC | 51,095 | $1M | +3,342 | +7.0% | 10Q | SEC ↗ |
| 39 | Mutual Advisors, LLC | 50,883 | $1M | -2,515 | -4.7% | 13Q | SEC ↗ |
| 40 | Galvin, Gaustad & Stein, LLC | 50,726 | $1M | +2,681 | +5.6% | 14Q | SEC ↗ |
| 41 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 50,314 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Barden Capital Management, Inc. | 43,414 | $1M | -751 | -1.7% | 14Q | SEC ↗ |
| 43 | CWM, LLC | 38,846 | $1M | -1,360 | -3.4% | 12Q | SEC ↗ |
| 44 | Envestnet Portfolio Solutions, Inc. | 37,103 | $1M | -53,421 | -59.0% | 12Q | SEC ↗ |
| 45 | Smart Money Group LLC | 36,926 | $1M | +1,989 | +5.7% | 4Q | SEC ↗ |
| 46 | Faithward Advisors, LLC | 35,714 | $1M | -831 | -2.3% | 15Q | SEC ↗ |
| 47 | WBH ADVISORY INC | 35,637 | $1M | -59,648 | -62.6% | 13Q | SEC ↗ |
| 48 | Seek First Inc. | 34,831 | $986K | -2,376 | -6.4% | 6Q | SEC ↗ |
| 49 | Frisch Financial Group, Inc. | 29,607 | $838K | -2,213 | -7.0% | 2Q | SEC ↗ |
| 50 | Antonelli Financial Advisors, LLC | 27,301 | $773K | -5,000 | -15.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AllGen Financial Advisors, Inc. | 221,736 | $6M |
| Quadrature Capital Ltd | 51,569 | $1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 50,314 | $1M |
| Sigma Planning Corp | 27,271 | $772K |
| Savant Capital, LLC | 16,357 | $463K |
| CITADEL ADVISORS LLC | 15,063 | $427K |
| Vise Technologies, Inc. | 13,837 | $392K |
| Talisman Wealth Advisors LLC | 12,277 | $348K |
| Pathstone Holdings, LLC | 11,116 | $315K |
| Ascent Group, LLC | 9,121 | $258K |
| BLALOCK WILLIAMS, LLC | 7,942 | $225K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 6,772 | $192K |
| GREENUP STREET WEALTH MANAGEMENT LL | 6,662 | $189K |
| Clark Asset Management, LLC | 6,636 | $188K |
| Balboa Wealth Partners | 6,534 | $185K |
| ZENITH SOLUTIONS, INC. | 6,530 | $185K |
| AdvisorNet Financial, Inc | 2,156 | $61K |
| FIFTH THIRD BANCORP | 491 | $14K |
| TRUST CO OF VERMONT | 355 | $10K |
| Institute for Wealth Management, LL | 290 | $8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 203,304 | $6M |
| Kaizen Financial Strategies | 120,863 | $3M |
| Tower Research Capital LLC (TRC) | 49,840 | $1M |
| FLOW TRADERS U.S. LLC | 35,376 | $1M |
| VAN STRUM & TOWNE INC. | 34,681 | $982K |
| JANE STREET GROUP, LLC | 22,644 | $641K |
| Regal Investment Advisors LLC | 21,400 | $606K |
| Magnus Financial Group LLC | 20,707 | $586K |
| MERIDIAN MANAGEMENT CO | 16,507 | $467K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14,894 | $422K |
| Rockefeller Capital Management L.P. | 12,520 | $355K |
| Cambridge Investment Research Advis | 12,046 | $341K |
| KINTRA WEALTH, LLC | 11,885 | $337K |
| Worth Asset Management, LLC | 10,684 | $303K |
| WEALTHGARDEN F.S. LLC | 9,648 | $273K |
| HRT FINANCIAL LP | 9,587 | $272K |
| XTX Topco Ltd | 8,162 | $231K |
| Independent Advisor Alliance | 8,126 | $230K |
| Orion Porfolio Solutions, LLC | 7,933 | $225K |
| Jacobs Equity LLC | 7,435 | $211K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tidal Investments LLC | +718,572 | +106.3% | 1,394,729 |
| SFMG, LLC | +80,997 | +15.0% | 621,809 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +54,831 | +122.0% | 99,761 |
| Fermata Advisors, LLC | +45,869 | +87.3% | 98,434 |
| Bank of New York Mellon Corp | +34,428 | +12.1% | 320,135 |
| IFP Advisors, Inc | +24,084 | +77.5% | 55,172 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +23,582 | +49.5% | 71,265 |
| Summit Financial, LLC | +18,326 | +9.7% | 207,404 |
| Carolina Wealth Advisors, LLC | +15,277 | +2.7% | 579,543 |
| RITHOLTZ WEALTH MANAGEMENT | +15,214 | +141.2% | 25,991 |
| Keystone Global Partners, LLC | +14,900 | +134.2% | 26,006 |
| WT Wealth Management | +12,705 | +14.0% | 103,757 |
| Attessa Capital LLC | +9,134 | +7.4% | 132,650 |
| Professional Financial Management, | +9,121 | +8.9% | 111,214 |
| AMERIPRISE FINANCIAL INC | +6,378 | +4.0% | 167,188 |
| BANK OF AMERICA CORP /DE | +5,559 | +7.2% | 83,067 |
| MFG WEALTH MANAGEMENT, INC. | +5,198 | +7.1% | 78,530 |
| Compound Planning, Inc. | +4,701 | +63.7% | 12,076 |
| Charles Schwab Trust Co | +4,577 | +5.4% | 89,892 |
| Foundations Investment Advisors, LL | +3,342 | +7.0% | 51,095 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -2,603,202 | -65.3% | 1,385,488 |
| LPL Financial LLC | -758,520 | -55.8% | 601,655 |
| MML INVESTORS SERVICES, LLC | -575,585 | -58.9% | 400,837 |
| JPMORGAN CHASE & CO | -311,051 | -74.1% | 108,731 |
| Mirae Asset Global Investments Co., | -234,663 | -24.0% | 742,964 |
| WELLS FARGO & COMPANY/MN | -205,487 | -43.8% | 263,799 |
| PARK AVENUE SECURITIES LLC | -175,035 | -70.2% | 74,473 |
| L2 Asset Management, LLC | -159,279 | -49.0% | 165,654 |
| MORGAN STANLEY | -153,088 | -49.0% | 159,441 |
| Cetera Investment Advisers | -135,916 | -36.5% | 236,728 |
| GTS SECURITIES LLC | -62,856 | -90.2% | 6,797 |
| WBH ADVISORY INC | -59,648 | -62.6% | 35,637 |
| Envestnet Portfolio Solutions, Inc. | -53,421 | -59.0% | 37,103 |
| Sequoia Financial Advisors, LLC | -51,396 | -82.5% | 10,908 |
| Principia Wealth Advisory, LLC | -49,330 | -37.4% | 82,622 |
| Sanctuary Advisors, LLC | -44,739 | -77.6% | 12,916 |
| Waverly Advisors, LLC | -36,921 | -66.9% | 18,299 |
| NorthRock Partners, LLC | -32,865 | -66.9% | 16,265 |
| GOLDMAN SACHS GROUP INC | -30,250 | -25.5% | 88,477 |
| World Investment Advisors | -23,079 | -64.6% | 12,624 |