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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Long-Term U.S. Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Principia Wealth Advisory, LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
82,622
Value (USD)
$2,587,722
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002041436-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SCHQ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SCHQ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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