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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 %
CAN
51
Cetera Advisor Networks
California
$650K +$650K +18,534 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$573K -$901K -25,694 -61%
CL
53
Choreo LLC
Illinois
$474K +$474K +13,500 New
Goldman Sachs
54
Goldman Sachs
New York
$462K +$118K +3,377 +35%
MFG
55
Magnus Financial Group
New York
$421K +$421K +12,015 New
TWM
56
TSA Wealth Management
Texas
$411K +$411K +11,726 New
I
57
INVST
Indiana
$384K +$384K +11,346 New
AWS
58
Atria Wealth Solutions
New York
$363K +$363K +10,340 New
CA
59
Cetera Advisors
Colorado
$360K +$64.6K +1,841 +22%
IWM
60
IHT Wealth Management
Illinois
$347K +$347K +9,894 New
HKIM
61
Hayek Kallen Investment Management
Alabama
$346K +$17.6K +500 +5%
RFN
62
RDA Financial Network
Iowa
$337K +$337K +9,603 New
SWM
63
Silverlake Wealth Management
Vermont
$333K +$333K +9,479 New
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$324K +$324K +9,240 New
SB
65
Strategic Blueprint
Georgia
$263K +$263K +7,488 New
SOS
66
Silver Oak Securities
Tennessee
$262K +$13.9K +396 +6%
Jane Street
67
Jane Street
New York
$243K -$13.8M -392,388 -98%
EWA
68
Exencial Wealth Advisors
Oklahoma
$210K +$210K +6,000 New
Comerica Bank
69
Comerica Bank
Texas
$184K +$184K +5,250 New
SCM
70
SevenOneSeven Capital Management
Pennsylvania
$144K -$1.82M -54,068 -93%
PCWA
71
Pacific Capital Wealth Advisors
California
$140K +$140K +3,982 New
IA
72
IFP Advisors
Florida
$129K +$129K +3,673 New
CFD
73
Creative Financial Designs
Indiana
$124K +$124K +3,525 New
GM
74
GeoWealth Management
Illinois
$121K +$121K +3,483 New
SIS
75
Sound Income Strategies
Florida
$121K +$121K +3,449 New