Who Owns SCHWAB LONG TERM US TREASURY ETF (SCHQ)? -- Institutional Holders (2026-06-30)

146 institutions reported holding $341.7M of SCHWAB LONG TERM US TREASURY ETF (SCHQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tidal Investments LLC ($43.4M), ENVESTNET ASSET MANAGEMENT INC ($43.4M), Mirae Asset Global Investments Co., Ltd. ($23.3M), SFMG, LLC ($19.5M), LPL Financial LLC ($18.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Tidal Investments LLC$43.4M1.4MAdded
2ENVESTNET ASSET MANAGEMENT INC$43.4M1.4MTrimmed
3Mirae Asset Global Investments Co., Ltd.$23.3M742,964Trimmed
4SFMG, LLC$19.5M621,809Added
5LPL Financial LLC$18.8M601,655Trimmed
6Carolina Wealth Advisors, LLC$18.1M579,543Added
7Werba Rubin Papier Wealth Management$14.6M465,471Trimmed
8MML INVESTORS SERVICES, LLC$12.5M400,837Trimmed
9Bank of New York Mellon Corp$10.0M320,135Added
10WELLS FARGO & COMPANY/MN$8.3M263,799Trimmed
11Cetera Investment Advisers$7.4M236,728Trimmed
12AllGen Financial Advisors, Inc.$6.9M221,736New
13Summit Financial, LLC$6.5M207,404Added
14Beacon Bridge Wealth Partners, LLC$5.3M169,913Trimmed
15AMERIPRISE FINANCIAL INC$5.2M167,188Added
16L2 Asset Management, LLC$5.2M165,654Trimmed
17Centric Wealth Management$5.1M164,686Hold
18MORGAN STANLEY$5.0M159,441Trimmed
19Royal Bank of Canada$4.5M144,191Trimmed
20Attessa Capital LLC$4.2M132,650Added
21Professional Financial Management, Inc.$3.5M111,214Added
22JPMORGAN CHASE & CO$3.4M108,731Trimmed
23WT Wealth Management$3.2M103,757Added
24O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.1M99,761Added
25Fermata Advisors, LLC$3.1M98,434Added

来源：SEC 13F 申报文件 · 截至 2026-06-30