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Schwab Long-Term US Treasury ETF

103 hedge funds and large institutions have $423M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
32
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
WBH Advisory
Maryland
$2.73M -$888K -27,844 -25%
CFO
27
Collective Family Office
Pennsylvania
$2.43M +$361K +11,325 +17%
GGS
28
Galvin Gaustad & Stein
Arizona
$2.31M -$313K -9,807 -12%
KGP
29
Keystone Global Partners
Colorado
$2.24M +$681K +21,365 +44%
Jane Street
30
Jane Street
New York
$2.23M +$2.23M +69,909 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$2.01M +$2.01M +63,022 New
CST
32
Charles Schwab Trust
Nevada
$1.95M -$303K -9,499 -13%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$1.85M -$2.61M -81,899 -59%
MA
34
Mutual Advisors
Nebraska
$1.83M +$30.2K +965 +2%
CCFM
35
Clear Creek Financial Management
Washington
$1.76M -$585K -18,341 -25%
WA
36
Waverly Advisors
Alabama
$1.72M +$1.72M +53,814 New
SFA
37
Sequoia Financial Advisors
Ohio
$1.46M -$196K -6,136 -12%
BCM
38
Barden Capital Management
Texas
$1.35M -$38.6K -1,211 -3%
AFA
39
Antonelli Financial Advisors
Michigan
$1.23M +$71.3K +2,236 +6%
FA
40
Fermata Advisors
California
$1.2M +$16.8K +527 +1%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.18M -$6.3M -200,242 -84%
PWM
42
Prosperity Wealth Management
California
$1.16M +$110K +3,462 +11%
FIA
43
Foundations Investment Advisors
Arizona
$1.16M +$93K +2,916 +9%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.14M -$73.7K -2,314 -6%
VST
45
Van Strum & Towne
California
$1.12M -$177K -5,550 -14%
SF
46
Seek First
California
$1.07M +$24.2K +760 +2%
TPI
47
Trust Point Inc
Wisconsin
$1.01M +$15.8K +497 +2%
SOS
48
Silver Oak Securities
Tennessee
$986K +$40.6K +1,274 +4%
CWA
49
Carolina Wealth Advisors
South Carolina
$941K +$941K +29,497 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$875K +$875K +27,447 New