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Schwab Long-Term US Treasury ETF

92 hedge funds and large institutions have $434M invested in Schwab Long-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
29
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
76
BlackRock
New York
$26.3K -$8.56K -261 -25%
LFG
77
Larson Financial Group
Missouri
$26K +$26K +794 New
HWM
78
Horizons Wealth Management
North Carolina
$25.8K
SOS
79
Silver Oak Securities
Tennessee
$22.7K +$1.51K +46 +7%
HCM
80
Hollencrest Capital Management
California
$19.7K +$19.7K +600 New
GM
81
GeoWealth Management
Illinois
$19.4K -$91.9K -2,802 -83%
RA
82
Rise Advisors
New York
$17.9K +$17.9K +544 New
SAM
83
Smartleaf Asset Management
Massachusetts
$17.1K -$130K -3,892 -88%
GRP
84
Global Retirement Partners
California
$16.7K +$16.7K +508 New
PPC
85
Park Place Capital
Alabama
$13.1K -$40.8K -1,245 -76%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$9.38K +$8.63K +263 +1,143%
LFA
87
LGT Financial Advisors
Texas
$7.15K -$4.33K -132 -38%
SIS
88
Sound Income Strategies
Florida
$2.07K
S
89
SignatureFD
Georgia
$787 +$787 +24 New
HI
90
Harbour Investments
Wisconsin
$164 -$2.95K -90 -95%
TWP
91
Triad Wealth Partners
Kansas
$82 +$82 +2 New
FFA
92
Farther Finance Advisors
California
$64
LNC
93
Lincoln National Corp
Pennsylvania
-$1.75M -51,987 Closed
AWA
94
Acorn Wealth Advisors
Michigan
-$1.15M -34,202 Closed
OWM
95
OneAscent Wealth Management
Alabama
-$874K -25,900 Closed
TWM
96
TSA Wealth Management
Texas
-$396K -11,726 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$318K -9,433 Closed
RFN
98
RDA Financial Network
Iowa
-$299K -8,856 Closed
SB
99
Strategic Blueprint
Georgia
-$264K -7,826 Closed
TIM
100
Thompson Investment Management
Wisconsin
-$18.1K -538 Closed