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Public ownership evidence

Schwab Long-Term U.S. Treasury ETF (SCHQ) Ownership Disclosures

Read SCHQ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Principia Wealth Advisory, LLC2026-06-302026-08-2782,622$2,587,722None
Principia Wealth Advisory, LLC2026-03-312026-08-27131,952$4,147,304None
Transamerica Financial Advisors, LLC2026-06-302026-08-186,852$214,469None
Hayek Kallen Investment Management2026-06-302026-08-189,990$313,000None
Mutual Advisors, LLC2026-06-302026-08-1550,883$1,592,649None
Talisman Wealth Advisors LLC2026-06-302026-08-1512,277$283,962None
Invst, LLC2026-06-302026-08-1511,525$360,748None
Frisch Financial Group, Inc.2026-06-302026-08-1529,607$926,699None
Foundations Investment Advisors, LLC2026-06-302026-08-1551,095$1,599,287None
Qube Research & Technologies Ltd2026-06-302026-08-152,319$72,585None
IFG Advisory, LLC2026-06-302026-08-1554$1,690None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,456$45,571None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,457$170,912None
GTS SECURITIES LLC2026-06-302026-08-156,797$212,746None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1571,265$2,230,595None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1524$751None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-151,139$35,651None
Waverly Advisors, LLC2026-06-302026-08-1518,299$572,751None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15167,188$5,233,875None
ROYAL BANK OF CANADA2026-06-302026-08-15143,935$4,505,000None
ROYAL BANK OF CANADA2026-06-302026-08-15256$8,000None
CITADEL ADVISORS LLC2026-06-302026-08-1515,063$471,472None
Larson Financial Group LLC2026-06-302026-08-152,118$66,281None
World Investment Advisors2026-06-302026-08-1512,624$395,125None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1588,477$2,769,330None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1523,122$723,719None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1530,018$939,548None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15227,685$7,126,541None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1536,114$1,130,368None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1521,162$662,371None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1561,905$1,937,626None
Downshift Financial, LLC2026-06-302026-08-1423,079$722,363None
Pathstone Holdings, LLC2026-06-302026-08-1411,116$347,931None
Tidal Investments LLC2026-06-302026-08-141,394,729$43,446,366None
Strategic Advocates LLC2026-06-302026-08-145,757$180,194None
Sanctuary Advisors, LLC2026-06-302026-08-1412,916$404,274None
UBS Group AG2026-06-302026-08-1481$2,535None
SFMG, LLC2026-06-302026-08-14621,809$19,462,612None
ATLAS CAPITAL ADVISORS INC.2026-06-302026-08-141,606$50,476None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1499,761$3,122,519None
L2 Asset Management, LLC2026-06-302026-08-14165,654$5,184,984None
MORGAN STANLEY2026-06-302026-08-14226$7,074None
MORGAN STANLEY2026-06-302026-08-141$40None
MORGAN STANLEY2026-06-302026-08-14159,214$4,983,398None
FMR LLC2026-06-302026-08-14100$3,130None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-1350,314$1,574,828None
Smartleaf Asset Management LLC2026-06-302026-08-131,354$42,841None
Integrated Wealth Concepts LLC2026-06-302026-08-1310,126$316,931None
Cetera Investment Advisers2026-06-302026-08-13236,728$7,409,591None
Aptus Capital Advisors, LLC2026-06-302026-08-13731$22,880None

90-day public filing window, up to 50 source positions.

Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Transamerica Financial Advisors, LLC ↗Hayek Kallen Investment Management ↗Mutual Advisors, LLC ↗Talisman Wealth Advisors LLC ↗Invst, LLC ↗Frisch Financial Group, Inc. ↗Foundations Investment Advisors, LLC ↗Qube Research & Technologies Ltd ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.