IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab Long-Term US Treasury (SCHQ)

CUSIP: 808524680 | NYSE | 283 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mirae Asset Global Investments Co., Ltd.759,000
0.0% of portfolio›$21.6M
Carolina Wealth Advisors, LLC633,300
6.9% of portfolio›$18.0M
Park Avenue Securities LLC293,310
0.0% of portfolio›$8.3K
Attessa Capital LLC133,022
1.6% of portfolio›$3.8M
Professional Financial Management, Inc.115,378
3.3% of portfolio›$3.3M
WBH Advisory Inc87,954
0.2% of portfolio›$2.5M
MFG Wealth Management, Inc.80,002
1.7% of portfolio›$2.3M
Fermata Advisors, LLC67,260
0.4% of portfolio›$1.9M
Galvin, Gaustad & Stein, LLC61,915
0.1% of portfolio›$1.8M
IFP Advisors, Inc60,568
0.0% of portfolio›$1.7M
Barden Capital Management, Inc.44,671
1.2% of portfolio›$1.3M
Compass Financial Management LLC37,884
0.1% of portfolio›$1.1M
Seek First Inc.34,162
0.6% of portfolio›$972.3K
DKM Wealth Management, Inc.30,298
0.5% of portfolio›$862.3K
Sagespring Wealth Partners, LLC30,162
0.0% of portfolio›$858.4K
Sellwood Investment Partners LLC24,901
0.3% of portfolio›$708.7K
Silverlake Wealth Management LLC17,497
0.1% of portfolio›$498.0K
Collective Family Office LLC16,928
0.1% of portfolio›$481.8K
Downshift Financial, LLC16,022
0.2% of portfolio›$456.0K
Founders Financial Securities LLC15,465
0.0% of portfolio›$440.1K
Ascent Group, LLC14,741
0.0% of portfolio›$419.5K
HUB Investment Partners, LLC14,738
0.0% of portfolio›$419.4K
Total Investment Management Inc14,614
0.0% of portfolio›$415.9K
Bryn Mawr Trust Advisors, LLC13,862
0.0% of portfolio›$394.5K
Vise Technologies, Inc.13,132
0.0% of portfolio›$373.7K
Cambridge Investment Research Advisors, Inc.12,980
0.0% of portfolio›$369
Milestones Private Investment Advisors LLC12,588
0.3% of portfolio›$358.3K
Premier Path Wealth Partners, LLC11,214
0.0% of portfolio›$319.2K
Charles Schwab Trust Co11,039
0.0% of portfolio›$314.2K
Founders Grove Wealth Partners, LLC10,364
0.1% of portfolio›$295.0K
Antonelli Financial Advisors, LLC9,708
0.2% of portfolio›$276.0K
Intergy Private Wealth, LLC9,637
0.1% of portfolio›$274.3K
Balboa Wealth Partners9,605
0.0% of portfolio›$273.4K
RDA Financial Network9,571
0.1% of portfolio›$272.4K
Strategic Blueprint, LLC9,375
0.0% of portfolio›$266.8K
B. Riley Wealth Advisors, Inc.8,609
0.0% of portfolio›$245.0K
Triumph Capital Management8,391
0.0% of portfolio›$238.8K
LongView Wealth Management7,851
0.1% of portfolio›$223.4K
MBE Wealth Management, LLC7,588
0.1% of portfolio›$216.0K
Greenup Street Wealth Management LLC7,491
0.0% of portfolio›$213.2K
Strategic Advocates LLC5,802
0.6% of portfolio›$165.1K
Farther Finance Advisors, LLC5,569
0.0% of portfolio›$158.5K
EverSource Wealth Advisors, LLC3,851
0.0% of portfolio›$109.6K
Versant Capital Management, Inc1,161
0.0% of portfolio›$33.0K
Highline Wealth Partners LLC807
0.0% of portfolio›$23.0K
Horizons Wealth Management777
0.0% of portfolio›$22.1K
Signature Equity Partners, LLC635
0.0% of portfolio›$18.1K
Creative Financial Designs Inc574
0.0% of portfolio›$16.3K
Private Trust Co NA484
0.0% of portfolio›$13.8K
Trust Co of Vermont355
0.0% of portfolio›$10.1K
Nvest Wealth Strategies, Inc.340
0.0% of portfolio›$9.7K
StyleTurnoverLocationFiled
Mirae Asset Global Investments Co., Ltd.
759,000$21.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Carolina Wealth Advisors, LLC
633,300$18.0M6.9%YieldHighMyrtle Beach, SC2026-10-23
Park Avenue Securities LLC
293,310$8.3K0.0%ETFMediumNew York, NY2026-10-26
Attessa Capital LLC
133,022$3.8M1.6%ETFVery LowTucson, AZ2026-10-09
Professional Financial Management, Inc.
115,378$3.3M3.3%ETFMediumAppleton, WI2026-10-22
WBH Advisory Inc
87,954$2.5M0.2%ETFLowBaltimore, MD2026-11-05
MFG Wealth Management, Inc.
80,002$2.3M1.7%GrowthHighIndianapolis, IN2026-10-09
Fermata Advisors, LLC
67,260$1.9M0.4%ETFLowSonoma, CA2026-10-13
Galvin, Gaustad & Stein, LLC
61,915$1.8M0.1%CoreMediumScottsdale, AZ2026-10-08
IFP Advisors, Inc
60,568$1.7M0.0%GrowthLowTampa, FL2026-10-16
Barden Capital Management, Inc.
44,671$1.3M1.2%GrowthLowAustin, TX2026-10-09
Compass Financial Management LLC
37,884$1.1M0.1%CoreN/ATampa, FL2026-10-30
Seek First Inc.
34,162$972.3K0.6%ETFLowCampbell, CA2026-10-27
DKM Wealth Management, Inc.
30,298$862.3K0.5%YieldVery LowStockton, CA2026-10-09
Sagespring Wealth Partners, LLC
30,162$858.4K0.0%ETFLowFranklin, TN2026-10-22
Sellwood Investment Partners LLC
24,901$708.7K0.3%ETFLowPortland, OR2026-11-03
Silverlake Wealth Management LLC
17,497$498.0K0.1%ETFLowWilliston, VT2026-10-21
Collective Family Office LLC
16,928$481.8K0.1%ETFLowYork, PA2026-10-05
Downshift Financial, LLC
16,022$456.0K0.2%ETFLowBoulder, CO2026-10-13
Founders Financial Securities LLC
15,465$440.1K0.0%ETFMediumTowson, MD2026-10-28
Ascent Group, LLC
14,741$419.5K0.0%CoreLowVirginia Beach, VA2026-10-30
HUB Investment Partners, LLC
14,738$419.4K0.0%GrowthLowAustin, TX2026-11-03
Total Investment Management Inc
14,614$415.9K0.0%ETFLowScottsdale, AZ2026-10-22
Bryn Mawr Trust Advisors, LLC
13,862$394.5K0.0%CoreLowPhiladelphia, PA2026-11-04
Vise Technologies, Inc.
13,132$373.7K0.0%IndexLowNew York, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
12,980$3690.0%ETFLowFairfield, IA2026-11-02
Milestones Private Investment Advisors LLC
12,588$358.3K0.3%ETFMediumFairport, NY2026-10-19
Premier Path Wealth Partners, LLC
11,214$319.2K0.0%GrowthMediumMadison, NJ2026-10-16
Charles Schwab Trust Co
11,039$314.2K0.0%ETFLowHenderson, NV2026-10-15
Founders Grove Wealth Partners, LLC
10,364$295.0K0.1%ETFLowRichmond, VA2026-10-16
Antonelli Financial Advisors, LLC
9,708$276.0K0.2%ETFLowGrosse Pointe, MI2026-10-13
Intergy Private Wealth, LLC
9,637$274.3K0.1%ETFVery LowColorado Springs, CO2026-10-16
Balboa Wealth Partners
9,605$273.4K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
RDA Financial Network
9,571$272.4K0.1%GrowthMediumAkron, IA2026-10-15
Strategic Blueprint, LLC
9,375$266.8K0.0%ETFLowAtlanta, GA2026-10-22
B. Riley Wealth Advisors, Inc.
8,609$245.0K0.0%GrowthLowMemphis, TN2026-10-13
Triumph Capital Management
8,391$238.8K0.0%ETFMediumDenver, CO2026-10-14
LongView Wealth Management
7,851$223.4K0.1%ETFLowAtlanta, GA2026-10-19
MBE Wealth Management, LLC
7,588$216.0K0.1%ETFVery LowTomah, WI2026-10-26
Greenup Street Wealth Management LLC
7,491$213.2K0.0%ETFMediumOverland Park, KS2026-10-28
Strategic Advocates LLC
5,802$165.1K0.6%GrowthLowSacramento, CA2026-11-03
Farther Finance Advisors, LLC
5,569$158.5K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
3,851$109.6K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
1,161$33.0K0.0%GARPLowPhoenix, AZ2026-10-02
Highline Wealth Partners LLC
807$23.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Horizons Wealth Management
777$22.1K0.0%ETFLowAsheville, NC2026-10-05
Signature Equity Partners, LLC
635$18.1K0.0%GrowthMediumColumbus, OH2026-10-29
Creative Financial Designs Inc
574$16.3K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
484$13.8K0.0%CoreLowCleveland, OH2026-10-20
Trust Co of Vermont
355$10.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nvest Wealth Strategies, Inc.
340$9.7K0.0%ETFVery LowPowell, OH2026-10-14