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Schwab Long-Term US Treasury ETF

108 hedge funds and large institutions have $446M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
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
MAS
76
Madden Advisory Services
Florida
$240K
WFS
77
WealthGarden F.S.
California
$237K
SA
78
Strategic Advocates
Utah
$234K
FFN
79
Focus Financial Network
Minnesota
$216K
TWCA
80
Two West Capital Advisors
Kansas
$204K
ASN
81
Advisory Services Network
Georgia
$204K
GM
82
GeoWealth Management
Illinois
$169K
FFA
83
Farther Finance Advisors
California
$162K
CFD
84
Creative Financial Designs
Indiana
$155K
TIM
85
Tortoise Investment Management
New York
$143K
EWA
86
EverSource Wealth Advisors
Alabama
$124K
PS
87
Principal Securities
Iowa
$110K
TFA
88
Transamerica Financial Advisors
Florida
$102K
LFA
89
LGT Financial Advisors
Texas
$91.5K
SAM
90
Smartleaf Asset Management
Massachusetts
$88.9K
BlackRock
91
BlackRock
New York
$69K
ACA
92
Aptus Capital Advisors
Alabama
$68K
VCM
93
Versant Capital Management
Arizona
$37.5K
CPA
94
Cardiff Park Advisors
California
$36.8K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$29.4K
LFG
96
Larson Financial Group
Missouri
$27.1K
HWM
97
Horizons Wealth Management
North Carolina
$25.1K
TCOV
98
Trust Company of Vermont
Vermont
$24.1K
GRP
99
Global Retirement Partners
California
$15.3K
PPC
100
Park Place Capital
Alabama
$8.59K