SCHQ icon

Schwab Long-Term US Treasury ETF

102 hedge funds and large institutions have $574M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
39
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
76
Fisher Asset Management
Washington
$212K -$380K -11,585 -64%
FIM
77
Freedom Investment Management
Connecticut
$207K +$207K +6,311 New
AAG
78
Armstrong Advisory Group
Massachusetts
$184K
ACA
79
Aptus Capital Advisors
Alabama
$152K +$69.1K +2,110 +83%
TIM
80
Tortoise Investment Management
New York
$148K +$44.7K +1,365 +43%
FFA
81
Farther Finance Advisors
California
$140K +$140K +4,269 +213,450%
EWA
82
EverSource Wealth Advisors
Alabama
$124K
CFD
83
Creative Financial Designs
Indiana
$94.9K -$347K -10,592 -79%
BlackRock
84
BlackRock
New York
$56.1K +$27.3K +833 +95%
BWL
85
Bogart Wealth LLC
Virginia
$42.6K
VCM
86
Versant Capital Management
Arizona
$38K +$38K +1,161 New
CPA
87
Cardiff Park Advisors
California
$37.3K
LFG
88
Larson Financial Group
Missouri
$26.9K +$197 +6 +0.7%
HWM
89
Horizons Wealth Management
North Carolina
$25.5K
LFA
90
LGT Financial Advisors
Texas
$20.7K +$20.7K +632 New
MCM
91
MAI Capital Management
Ohio
$16K
HI
92
Harbour Investments
Wisconsin
$11.6K -$31.9K -975 -73%
PPC
93
Park Place Capital
Alabama
$10.5K +$3.74K +114 +55%
IA
94
IFS Advisors
Kansas
$9.83K
BFS
95
Bare Financial Services
Pennsylvania
$6.45K +$6.45K +197 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$2.49K -$98 -3 -4%
SIS
97
Sound Income Strategies
Florida
$2.06K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$1.77K +$1.77K +54 New
SAM
99
Smartleaf Asset Management
Massachusetts
$1.66K
GI
100
GAMMA Investing
California
$1.02K +$1.02K +31 New