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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.41M
2 -$4.03M
3 -$2.79M
4
Jane Street
Jane Street
New York
-$2.16M
5
PAS
Park Avenue Securities
New York
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
76
Fisher Asset Management
Washington
$212K
FIM
77
Freedom Investment Management
Connecticut
$207K
AAG
78
Armstrong Advisory Group
Massachusetts
$184K
ACA
79
Aptus Capital Advisors
Alabama
$152K
TIM
80
Tortoise Investment Management
New York
$148K
FFA
81
Farther Finance Advisors
California
$140K
EWA
82
EverSource Wealth Advisors
Alabama
$124K
CFD
83
Creative Financial Designs
Indiana
$94.9K
BlackRock
84
BlackRock
New York
$56.1K
BWL
85
Bogart Wealth LLC
Virginia
$42.6K
VCM
86
Versant Capital Management
Arizona
$38K
CPA
87
Cardiff Park Advisors
California
$37.3K
LFG
88
Larson Financial Group
Missouri
$26.9K
HWM
89
Horizons Wealth Management
North Carolina
$25.5K
LFA
90
LGT Financial Advisors
Texas
$20.7K
MCM
91
MAI Capital Management
Ohio
$16K
HI
92
Harbour Investments
Wisconsin
$11.6K
PPC
93
Park Place Capital
Alabama
$10.5K
IA
94
IFS Advisors
Kansas
$9.83K
BFS
95
Bare Financial Services
Pennsylvania
$6.45K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$2.48K
SIS
97
Sound Income Strategies
Florida
$2.06K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$1.77K
SAM
99
Smartleaf Asset Management
Massachusetts
$1.66K
GI
100
GAMMA Investing
California
$1.02K