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Schwab Long-Term US Treasury ETF

102 hedge funds and large institutions have $574M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
39
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$964K -$191K -5,871 -17%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$867K -$632K -19,286 -42%
RIA
53
Regal Investment Advisors
Michigan
$803K +$803K +24,498 New
EWA
54
EQ Wealth Advisors
Texas
$800K -$133K -4,073 -14%
PAG
55
Private Advisor Group
New Jersey
$760K -$46.1K -1,408 -6%
IWM
56
IHT Wealth Management
Illinois
$723K +$390K +11,894 +117%
IA
57
IFP Advisors
Florida
$708K +$41.7K +1,272 +6%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$653K -$140K -4,266 -18%
CA
59
Claro Advisors
Massachusetts
$645K +$645K +19,703 New
BMCM
60
Bryn Mawr Capital Management
Pennsylvania
$624K -$219K -6,690 -26%
SWM
61
Silverlake Wealth Management
Vermont
$623K +$623K +19,017 New
Bank of New York Mellon
62
Bank of New York Mellon
New York
$554K -$2.79M -85,094 -83%
SB
63
Strategic Blueprint
Georgia
$545K +$545K +16,643 New
MFG
64
Magnus Financial Group
New York
$506K +$506K +15,439 New
SIP
65
Sellwood Investment Partners
Oregon
$489K
SFO
66
Stokes Family Office
Louisiana
$482K -$4.03M -123,041 -89%
EWA
67
Exencial Wealth Advisors
Oklahoma
$443K +$173K +5,284 +64%
WFS
68
WealthGarden F.S.
California
$375K +$375K +11,441 New
BCM
69
Brookstone Capital Management
Illinois
$341K -$529K -16,157 -61%
HKIM
70
Hayek Kallen Investment Management
Alabama
$336K
MFG
71
Merit Financial Group
Georgia
$334K -$26.6K -812 -7%
IWC
72
Integrated Wealth Concepts
Massachusetts
$332K +$332K +10,129 New
RFN
73
RDA Financial Network
Iowa
$261K +$261K +7,964 New
FFN
74
Focus Financial Network
Minnesota
$233K -$349K -10,643 -60%
UBS Group
75
UBS Group
Switzerland
$214K +$214K +6,541 New