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Schwab Long-Term US Treasury ETF

106 hedge funds and large institutions have $427M 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, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
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
CWA
51
Carolina Wealth Advisors
South Carolina
$941K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$875K
HF
53
HRT Financial
New York
$774K
IA
54
IFP Advisors
Florida
$708K
SB
55
Strategic Blueprint
Georgia
$558K
TIM
56
Total Investment Management
Arizona
$556K
IWC
57
Integrated Wealth Concepts
Massachusetts
$552K
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$541K
IWM
59
IHT Wealth Management
Illinois
$540K
NCM
60
Northwest Capital Management
Oregon
$536K
RIA
61
Regal Investment Advisors
Michigan
$524K
MM
62
Meridian Management
Arkansas
$508K
Citadel Advisors
63
Citadel Advisors
Florida
$482K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$476K
SIP
65
Sellwood Investment Partners
Oregon
$476K
MFG
66
Magnus Financial Group
New York
$451K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$435K
MPIA
68
Milestones Private Investment Advisors
New York
$434K
EWA
69
Exencial Wealth Advisors
Oklahoma
$424K
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$421K
SWM
71
Silverlake Wealth Management
Vermont
$353K
HKIM
72
Hayek Kallen Investment Management
Alabama
$327K
MWM
73
MBE Wealth Management
Wisconsin
$313K
MFG
74
Merit Financial Group
Georgia
$298K
RFN
75
RDA Financial Network
Iowa
$297K