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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 %
HF
51
HRT Financial
New York
$774K 24,298 +24,298 New
IA
52
IFP Advisors
Florida
$708K 22,207 +582 +3%
SB
53
Strategic Blueprint
Georgia
$558K 17,488 +845 +5%
TIM
54
Total Investment Management
Arizona
$556K 17,437 -3,090,438 -99%
IWC
55
Integrated Wealth Concepts
Massachusetts
$552K 17,299 +7,170 +71%
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$541K 16,951 -2,090 -11%
IWM
57
IHT Wealth Management
Illinois
$540K 16,933 -5,151 -23%
NCM
58
Northwest Capital Management
Oregon
$536K 16,816 -12,810 -43%
RIA
59
Regal Investment Advisors
Michigan
$524K 16,440 -8,058 -33%
MM
60
Meridian Management
Arkansas
$508K 16,145 +16,145 New
Citadel Advisors
61
Citadel Advisors
Florida
$482K 15,100 -14,537 -49%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$476K 14,923 +14,923 New
SIP
63
Sellwood Investment Partners
Oregon
$476K 14,914
MFG
64
Magnus Financial Group
New York
$451K 14,155 -1,284 -8%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$435K 13,645 -12,810 -48%
EWA
66
Exencial Wealth Advisors
Oklahoma
$424K 13,307 -225 -2%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$421K 13,212 -6,731 -34%
SWM
68
Silverlake Wealth Management
Vermont
$353K 11,083 -7,934 -42%
HKIM
69
Hayek Kallen Investment Management
Alabama
$327K 10,250
MWM
70
MBE Wealth Management
Wisconsin
$313K 9,800 +9,800 New
MFG
71
Merit Financial Group
Georgia
$298K 9,351 -849 -8%
RFN
72
RDA Financial Network
Iowa
$297K 9,317 +1,353 +17%
Mariner
73
Mariner
Kansas
$250K 7,828 +7,828 New
WFS
74
WealthGarden F.S.
California
$239K 7,583 -3,858 -34%
SA
75
Strategic Advocates
Utah
$230K 7,215 +7,215 New