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Schwab Long-Term US Treasury ETF

102 hedge funds and large institutions have $422M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
32
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$100M 3,145,610 -656,649 -17%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$44.3M 1,389,378 +84,405 +6%
LPL Financial
3
LPL Financial
California
$30.3M 951,610 -56,033 -6%
MML Investors Services
4
MML Investors Services
Massachusetts
$26M 816,205 -148,609 -15%
TI
5
Tidal Investments
Wisconsin
$21.8M 685,981 -77,733 -10%
WRPWM
6
Werba Rubin Papier Wealth Management
California
$18.4M 578,340 -54,473 -9%
FA
7
Faithward Advisors
Pennsylvania
$13.6M 425,447 +15,470 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.9M 374,273 -111,962 -23%
Raymond James Financial
9
Raymond James Financial
Florida
$11.3M 354,611 -451 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$11M 346,016 +26,811 +8%
SWA
11
SFMG Wealth Advisors
Texas
$10.6M 333,091 +38,814 +13%
Ameriprise
12
Ameriprise
Minnesota
$9.16M 287,241 +19,942 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.03M 251,891 -77,840 -24%
BBWP
14
Beacon Bridge Wealth Partners
Pennsylvania
$6.51M 204,119 +31,560 +18%
PAS
15
Park Avenue Securities
New York
$6.33M 198,526 +198,526 New
Goldman Sachs
16
Goldman Sachs
New York
$5.1M 159,820 +64,669 +68%
LAM
17
L2 Asset Management
Massachusetts
$5.03M 157,688 +11,346 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.81M 150,743 -5,888 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.77M 149,449 +132,524 +783%
CWM
20
Centric Wealth Management
Illinois
$4.54M 143,603 +11,450 +9%
BCM
21
Birmingham Capital Management
Alabama
$3.81M 119,550 -28,450 -19%
KFS
22
Kaizen Financial Strategies
California
$3.79M 118,697 -8,113 -6%
AC
23
Attessa Capital
Arizona
$3.35M 104,818 +19,893 +23%
Bank of America
24
Bank of America
North Carolina
$3.16M 99,236 +7,984 +9%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$3.12M 97,800 +97,800 New