SCHQ icon

Schwab Long-Term US Treasury ETF

94 hedge funds and large institutions have $469M invested in Schwab Long-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+35
Holders Change %
+59.32%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
39
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$2.92M -$22.6K -643 -0.8%
BMCM
27
Bryn Mawr Capital Management
Pennsylvania
$2.52M +$2.52M +71,939 New
NA
28
NewEdge Advisors
Louisiana
$2.46M +$994K +29,642 +68%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.05M +$1.22M +34,895 +148%
Prudential Financial
30
Prudential Financial
New Jersey
$1.95M +$1.31M +37,236 +203%
SMG
31
Smart Money Group
Texas
$1.76M +$1.76M +50,306 New
Morgan Stanley
32
Morgan Stanley
New York
$1.67M +$1.61M +45,980 +2,636%
CA
33
Claro Advisors
Massachusetts
$1.62M +$959K +27,332 +144%
FAM
34
Family Asset Management
South Carolina
$1.54M +$390K +11,105 +34%
CST
35
Charles Schwab Trust
Nevada
$1.49M +$199K +5,671 +15%
CFO
36
Collective Family Office
Pennsylvania
$1.36M +$1.36M +38,725 New
BCM
37
Barden Capital Management
Texas
$1.2M
Citadel Advisors
38
Citadel Advisors
Florida
$1.13M +$1.13M +32,080 New
OWM
39
OneAscent Wealth Management
Alabama
$1.1M +$1.1M +31,429 New
MA
40
Mutual Advisors
Nebraska
$1.1M +$397K +11,303 +56%
Ameriprise
41
Ameriprise
Minnesota
$1.09M -$3.05M -87,074 -74%
AWA
42
Acorn Wealth Advisors
Michigan
$1.04M +$70.8K +2,019 +7%
VST
43
Van Strum & Towne
California
$993K
MFG
44
Merit Financial Group
Georgia
$957K +$957K +27,294 New
GSWM
45
Greenup Street Wealth Management
Michigan
$882K +$52.2K +1,489 +6%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$831K +$831K +23,702 New
BCM
47
Brookstone Capital Management
Illinois
$811K +$811K +23,126 New
LNC
48
Lincoln National Corp
Pennsylvania
$777K +$777K +22,146 New
BAM
49
Belpointe Asset Management
Nevada
$765K -$45.8K -1,306 -6%
FFN
50
Focus Financial Network
Minnesota
$710K +$13.3K +380 +2%