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Schwab Long-Term US Treasury ETF

104 hedge funds and large institutions have $349M invested in Schwab Long-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
28
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
76
Armstrong Advisory Group
Massachusetts
$184K +$184K +5,864 New
PCWA
77
Pacific Capital Wealth Advisors
California
$125K
EWA
78
EverSource Wealth Advisors
Alabama
$119K
ZRP
79
Zynergy Retirement Planning
New Jersey
$100K
TIM
80
Tortoise Investment Management
New York
$99.2K -$12.7K -405 -11%
OC
81
Oarsman Capital
Wisconsin
$82.6K +$82.6K +2,629 New
ACA
82
Aptus Capital Advisors
Alabama
$79.6K +$79.6K +2,533 New
GM
83
GeoWealth Management
Illinois
$52.3K -$58.4K -1,859 -53%
HI
84
Harbour Investments
Wisconsin
$41.8K
BWL
85
Bogart Wealth LLC
Virginia
$40.9K -$24.7K -785 -38%
CPA
86
Cardiff Park Advisors
California
$35.8K
BlackRock
87
BlackRock
New York
$27.6K -$1.38K -44 -5%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$27.1K +$27.1K +862 New
LFG
89
Larson Financial Group
Missouri
$25.6K +$377 +12 +1%
HWM
90
Horizons Wealth Management
North Carolina
$24.4K
MCM
91
MAI Capital Management
Ohio
$15.4K +$15.4K +489 New
IA
92
IFS Advisors
Kansas
$9.43K +$9.43K +300 New
NA
93
NewEdge Advisors
Louisiana
$8.74K -$190K -6,037 -96%
GRP
94
Global Retirement Partners
California
$8.58K -$6.73K -214 -44%
PPC
95
Park Place Capital
Alabama
$6.48K -$10.8K -344 -63%
FWP
96
FAS Wealth Partners
Kansas
$5.38K +$5.38K +171 New
DIP
97
DT Investment Partners
Pennsylvania
$3.33K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$2.48K -$1K -32 -29%
SIS
99
Sound Income Strategies
Florida
$1.98K
SAM
100
Smartleaf Asset Management
Massachusetts
$1.61K -$1.86K -59 -54%