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Schwab Long-Term US Treasury ETF

107 hedge funds and large institutions have $429M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
107
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
SOS
51
Silver Oak Securities
Tennessee
$986K
CWA
52
Carolina Wealth Advisors
South Carolina
$941K
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$875K
HF
54
HRT Financial
New York
$774K
IA
55
IFP Advisors
Florida
$708K
SB
56
Strategic Blueprint
Georgia
$558K
TIM
57
Total Investment Management
Arizona
$556K
IWC
58
Integrated Wealth Concepts
Massachusetts
$552K
BMCM
59
Bryn Mawr Capital Management
Pennsylvania
$541K
IWM
60
IHT Wealth Management
Illinois
$540K
NCM
61
Northwest Capital Management
Oregon
$536K
RIA
62
Regal Investment Advisors
Michigan
$524K
MM
63
Meridian Management
Arkansas
$508K
Citadel Advisors
64
Citadel Advisors
Florida
$482K
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$476K
SIP
66
Sellwood Investment Partners
Oregon
$476K
MFG
67
Magnus Financial Group
New York
$451K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$435K
MPIA
69
Milestones Private Investment Advisors
New York
$434K
EWA
70
Exencial Wealth Advisors
Oklahoma
$424K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$421K
SWM
72
Silverlake Wealth Management
Vermont
$353K
HKIM
73
Hayek Kallen Investment Management
Alabama
$327K
MWM
74
MBE Wealth Management
Wisconsin
$313K
MFG
75
Merit Financial Group
Georgia
$298K