SCHQ icon

Schwab Long-Term US Treasury ETF

94 hedge funds and large institutions have $469M invested in Schwab Long-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+35
Holders Change %
+59.32%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
39
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
76
Resurgent Financial Advisors
Georgia
$121K +$54.2K +1,545 +81%
SA
77
Scarborough Advisors
Maryland
$106K +$106K +3,009 New
ASN
78
Advisory Services Network
Georgia
$104K +$104K +2,970 New
PPC
79
Park Place Capital
Alabama
$97.8K +$97.8K +2,788 New
TIM
80
Tortoise Investment Management
New York
$84.2K +$33.2K +945 +65%
PA
81
Pineridge Advisors
Missouri
$78.4K +$78.4K +2,235 New
FFA
82
Farther Finance Advisors
California
$72.3K +$72.3K +2,060 New
SWC
83
Spectrum Wealth Counsel
Indiana
$49.5K +$49.5K +1,412 New
BWL
84
Bogart Wealth LLC
Virginia
$45.6K
CPA
85
Cardiff Park Advisors
California
$40K +$40K +1,139 New
HWM
86
Horizons Wealth Management
North Carolina
$27.3K
Wells Fargo
87
Wells Fargo
California
$19.9K +$19.9K +566 New
TIM
88
Thompson Investment Management
Wisconsin
$18.9K +$18.9K +538 New
LFA
89
LGT Financial Advisors
Texas
$14.2K -$4.1K -117 -22%
KA
90
Kozak & Associates
Colorado
$7.81K +$34 +1 +0.4%
SAM
91
Smartleaf Asset Management
Massachusetts
$6.51K +$6.51K +184 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.26K -$3.3K -94 -72%
RFA
93
Register Financial Advisors
Georgia
$351 +$351 +10 New
Truist Financial
94
Truist Financial
North Carolina
-$1.65M -44,041 Closed
ACM
95
Avalon Capital Management
California
-$673K -21,240 Closed
SWM
96
SeaCrest Wealth Management
New York
-$292K -9,227 Closed
PA
97
Parallel Advisors
California
-$16.2K -511 Closed
IPW
98
Impact Partnership Wealth
Georgia
-$13.9K -438 Closed
GWM
99
Geneos Wealth Management
Colorado
-$2.82K -89 Closed