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Schwab Long-Term US Treasury ETF

51 hedge funds and large institutions have $197M invested in Schwab Long-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+19
Holders Change %
+59.38%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
18
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FAM
26
Family Asset Management
South Carolina
$1.09M 30,135 +30,135 New
PAS
27
Park Avenue Securities
New York
$1.09M 29,963 +29,963 New
BCM
28
Barden Capital Management
Texas
$1.03M 28,291 -9,917 -26%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.01M 27,837 +27,837 New
VST
30
Van Strum & Towne
California
$1.01M 27,742 +20,842 +302%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$930K 25,631 +23,224 +965%
Citadel Advisors
32
Citadel Advisors
Florida
$911K 25,106 -13,793 -35%
BAM
33
Belpointe Asset Management
Nevada
$856K 23,589 +1,466 +7%
FFN
34
Focus Financial Network
Minnesota
$741K 20,416 +20,416 New
FTUS
35
Flow Traders U.S.
New York
$713K 19,657 -59,868 -75%
MA
36
Mutual Advisors
Nebraska
$710K 19,565 +19,565 New
Ameriprise
37
Ameriprise
Minnesota
$496K 13,686 +13,686 New
CA
38
Claro Advisors
Massachusetts
$487K 13,409 +13,409 New
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$369K 10,179 -105 -1%
MOS
40
MGO One Seven
Ohio
$305K 8,413 +1,648 +24%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$293K 8,076 -27,886 -78%
SWM
42
SeaCrest Wealth Management
New York
$237K 6,519 +696 +12%
RWIA
43
Roger Wittlin Investment Advisory
California
$201K 5,545 +48 +0.9%
BWL
44
Bogart Wealth LLC
Virginia
$43.5K 1,200 +1,200 New
HWM
45
Horizons Wealth Management
North Carolina
$27.9K 777
WAM
46
Worth Asset Management
Texas
$21.3K 588 +588 New
NA
47
NewEdge Advisors
Louisiana
$9.94K 274
Morgan Stanley
48
Morgan Stanley
New York
$3.63K 100 -50,593 -100%
GWM
49
Geneos Wealth Management
Colorado
$3.23K 89 +89 New
BlackRock
50
BlackRock
New York
$2.98K 82 +82 New