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Schwab Long-Term US Treasury ETF

108 hedge funds and large institutions have $446M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$917K
TPI
52
Trust Point Inc
Wisconsin
$712K
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$711K
SMG
54
Smart Money Group
Texas
$593K
IWC
55
Integrated Wealth Concepts
Massachusetts
$584K
NCM
56
Northwest Capital Management
Oregon
$581K
BMCM
57
Bryn Mawr Capital Management
Pennsylvania
$578K
SIP
58
Sellwood Investment Partners
Oregon
$578K
TIM
59
Total Investment Management
Arizona
$563K
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$526K
MM
61
Meridian Management
Arkansas
$526K
RIA
62
Regal Investment Advisors
Michigan
$508K
SB
63
Strategic Blueprint
Georgia
$483K
EWA
64
Exencial Wealth Advisors
Oklahoma
$482K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$478K
CPG
66
Cornerstone Planning Group
New Jersey
$443K
MPIA
67
Milestones Private Investment Advisors
New York
$436K
MFG
68
Magnus Financial Group
New York
$419K
SWM
69
Silverlake Wealth Management
Vermont
$348K
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$344K
HKIM
71
Hayek Kallen Investment Management
Alabama
$339K
WAM
72
WNY Asset Management
New York
$313K
MWM
73
MBE Wealth Management
Wisconsin
$312K
Mariner
74
Mariner
Kansas
$276K
RFN
75
RDA Financial Network
Iowa
$252K