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Schwab Long-Term US Treasury ETF

120 hedge funds and large institutions have $483M invested in Schwab Long-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 19 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

22% less capital invested

Capital invested by funds: $621M → $483M (-$138M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$1.01M
FFG
52
Frisch Financial Group
New York
$1M
IA
53
IFP Advisors
Florida
$977K
I
54
INVST
Indiana
$945K
GC
55
Granville Capital
North Carolina
$759K
Jane Street
56
Jane Street
New York
$712K
IWC
57
Integrated Wealth Concepts
Massachusetts
$689K
SIP
58
Sellwood Investment Partners
Oregon
$673K
RIA
59
Regal Investment Advisors
Michigan
$673K
DF
60
Downshift Financial
Colorado
$658K
SB
61
Strategic Blueprint
Georgia
$651K
Osaic Holdings
62
Osaic Holdings
Arizona
$617K
EWA
63
Exencial Wealth Advisors
Oklahoma
$511K
SWM
64
Silverlake Wealth Management
Vermont
$468K
BMCM
65
Bryn Mawr Capital Management
Pennsylvania
$463K
TIM
66
Total Investment Management
Arizona
$459K
MPIA
67
Milestones Private Investment Advisors
New York
$396K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$394K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$379K
KGP
70
Keystone Global Partners
Colorado
$349K
RWM
71
Ritholtz Wealth Management
New York
$339K
TFA
72
Transamerica Financial Advisors
Florida
$338K
HKIM
73
Hayek Kallen Investment Management
Alabama
$333K
WFS
74
WealthGarden F.S.
California
$303K
HF
75
HRT Financial
New York
$301K