SCHQ icon

Schwab Long-Term US Treasury ETF

110 hedge funds and large institutions have $448M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
Mariner
76
Mariner
Kansas
$276K
RFN
77
RDA Financial Network
Iowa
$252K
MAS
78
Madden Advisory Services
Florida
$240K
WFS
79
WealthGarden F.S.
California
$237K
SA
80
Strategic Advocates
Utah
$234K
FFN
81
Focus Financial Network
Minnesota
$216K
TWCA
82
Two West Capital Advisors
Kansas
$204K
ASN
83
Advisory Services Network
Georgia
$204K
GM
84
GeoWealth Management
Illinois
$169K
FFA
85
Farther Finance Advisors
California
$162K
CFD
86
Creative Financial Designs
Indiana
$155K
TIM
87
Tortoise Investment Management
New York
$143K
EWA
88
EverSource Wealth Advisors
Alabama
$124K
PS
89
Principal Securities
Iowa
$110K
TFA
90
Transamerica Financial Advisors
Florida
$102K
LFA
91
LGT Financial Advisors
Texas
$91.5K
SAM
92
Smartleaf Asset Management
Massachusetts
$88.9K
BlackRock
93
BlackRock
New York
$69K
ACA
94
Aptus Capital Advisors
Alabama
$68K
VCM
95
Versant Capital Management
Arizona
$37.5K
CPA
96
Cardiff Park Advisors
California
$36.8K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$29.4K
LFG
98
Larson Financial Group
Missouri
$27.1K
HWM
99
Horizons Wealth Management
North Carolina
$25.1K
TCOV
100
Trust Company of Vermont
Vermont
$24.1K