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Schwab Long-Term US Treasury ETF

110 hedge funds and large institutions have $448M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
NP
51
NorthRock Partners
Minnesota
$949K
CCFM
52
Clear Creek Financial Management
Washington
$917K
TPI
53
Trust Point Inc
Wisconsin
$712K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$711K
IA
55
IFP Advisors
Florida
$690K
SMG
56
Smart Money Group
Texas
$593K
IWC
57
Integrated Wealth Concepts
Massachusetts
$584K
NCM
58
Northwest Capital Management
Oregon
$581K
BMCM
59
Bryn Mawr Capital Management
Pennsylvania
$578K
SIP
60
Sellwood Investment Partners
Oregon
$578K
TIM
61
Total Investment Management
Arizona
$563K
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$526K
MM
63
Meridian Management
Arkansas
$526K
RIA
64
Regal Investment Advisors
Michigan
$508K
SB
65
Strategic Blueprint
Georgia
$483K
EWA
66
Exencial Wealth Advisors
Oklahoma
$482K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$478K
CPG
68
Cornerstone Planning Group
New Jersey
$443K
MPIA
69
Milestones Private Investment Advisors
New York
$436K
MFG
70
Magnus Financial Group
New York
$419K
SWM
71
Silverlake Wealth Management
Vermont
$348K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$344K
HKIM
73
Hayek Kallen Investment Management
Alabama
$339K
WAM
74
WNY Asset Management
New York
$313K
MWM
75
MBE Wealth Management
Wisconsin
$312K