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Schwab Long-Term US Treasury ETF

112 hedge funds and large institutions have $451M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
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
AFA
51
Antonelli Financial Advisors
Michigan
$983K
NP
52
NorthRock Partners
Minnesota
$949K
CCFM
53
Clear Creek Financial Management
Washington
$917K
I
54
INVST
Indiana
$868K
TPI
55
Trust Point Inc
Wisconsin
$712K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$711K
IA
57
IFP Advisors
Florida
$689K
SMG
58
Smart Money Group
Texas
$593K
IWC
59
Integrated Wealth Concepts
Massachusetts
$584K
NCM
60
Northwest Capital Management
Oregon
$581K
BMCM
61
Bryn Mawr Capital Management
Pennsylvania
$578K
SIP
62
Sellwood Investment Partners
Oregon
$578K
TIM
63
Total Investment Management
Arizona
$563K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$526K
MM
65
Meridian Management
Arkansas
$526K
RIA
66
Regal Investment Advisors
Michigan
$508K
SB
67
Strategic Blueprint
Georgia
$483K
EWA
68
Exencial Wealth Advisors
Oklahoma
$482K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$478K
CPG
70
Cornerstone Planning Group
New Jersey
$443K
MPIA
71
Milestones Private Investment Advisors
New York
$436K
MFG
72
Magnus Financial Group
New York
$419K
SWM
73
Silverlake Wealth Management
Vermont
$348K
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$344K
HKIM
75
Hayek Kallen Investment Management
Alabama
$339K