§ EQUITY
USDSCHQ
SCHWAB LONG-TERM US TREASURY
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
61 increased/new, 50 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 4.0M | 0.0% | −34% |
| LPL Financial LLC | 1.4M | 0.0% | −29% |
| Mirae Asset Global Investments Co., Ltd. | 978K | n/a | −24% |
| MML INVESTORS SERVICES, LLC | 976K | 0.1% | −41% |
| Tidal Investments LLC | 676K | 0.0% | +113% |
| Carolina Wealth Advisors, LLC | 564K | 7.4% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for SCHQ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.4% · 102 holders
DEALER / BANK14.5% · 14 holders
QUALITY / COMPOUNDER1.1% · 2 holders
INCOME / DEFENSIVE0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHQ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHQ yet.