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Schwab Long-Term US Treasury ETF

103 hedge funds and large institutions have $423M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
32
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HF
51
HRT Financial
New York
$774K +$774K +24,298 New
IA
52
IFP Advisors
Florida
$708K +$18.6K +582 +3%
SB
53
Strategic Blueprint
Georgia
$558K +$26.9K +845 +5%
TIM
54
Total Investment Management
Arizona
$556K -$98.6M -3,090,438 -99%
IWC
55
Integrated Wealth Concepts
Massachusetts
$552K +$229K +7,170 +71%
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$541K -$66.7K -2,090 -11%
IWM
57
IHT Wealth Management
Illinois
$540K -$164K -5,151 -23%
NCM
58
Northwest Capital Management
Oregon
$536K -$409K -12,810 -43%
RIA
59
Regal Investment Advisors
Michigan
$524K -$257K -8,058 -33%
MM
60
Meridian Management
Arkansas
$508K +$508K +16,145 New
Citadel Advisors
61
Citadel Advisors
Florida
$482K -$464K -14,537 -49%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$476K +$476K +14,923 New
SIP
63
Sellwood Investment Partners
Oregon
$476K
MFG
64
Magnus Financial Group
New York
$451K -$40.9K -1,284 -8%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$435K -$408K -12,810 -48%
EWA
66
Exencial Wealth Advisors
Oklahoma
$424K -$7.18K -225 -2%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$421K -$214K -6,731 -34%
SWM
68
Silverlake Wealth Management
Vermont
$353K -$253K -7,934 -42%
HKIM
69
Hayek Kallen Investment Management
Alabama
$327K
MWM
70
MBE Wealth Management
Wisconsin
$313K +$313K +9,800 New
MFG
71
Merit Financial Group
Georgia
$298K -$27.1K -849 -8%
RFN
72
RDA Financial Network
Iowa
$297K +$43.1K +1,353 +17%
Mariner
73
Mariner
Kansas
$250K +$250K +7,828 New
WFS
74
WealthGarden F.S.
California
$239K -$121K -3,858 -34%
SA
75
Strategic Advocates
Utah
$230K +$230K +7,215 New