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Schwab Long-Term US Treasury ETF

107 hedge funds and large institutions have $429M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
76
RDA Financial Network
Iowa
$297K
Mariner
77
Mariner
Kansas
$250K
WFS
78
WealthGarden F.S.
California
$239K
SA
79
Strategic Advocates
Utah
$230K
BCM
80
Brookstone Capital Management
Illinois
$222K
FFN
81
Focus Financial Network
Minnesota
$219K
FFA
82
Farther Finance Advisors
California
$151K
BlackRock
83
BlackRock
New York
$147K
PWA
84
Principia Wealth Advisory
Texas
$132K
TIM
85
Tortoise Investment Management
New York
$121K
EWA
86
EverSource Wealth Advisors
Alabama
$120K
PS
87
Principal Securities
Iowa
$94.6K
CFD
88
Creative Financial Designs
Indiana
$94.3K
ACA
89
Aptus Capital Advisors
Alabama
$92.8K
ACA
90
Atlas Capital Advisors
Wyoming
$51.2K
BWL
91
Bogart Wealth LLC
Virginia
$41.5K
VCM
92
Versant Capital Management
Arizona
$37K
CPA
93
Cardiff Park Advisors
California
$36.3K
PPC
94
Park Place Capital
Alabama
$28.2K
LFG
95
Larson Financial Group
Missouri
$26.4K
HWM
96
Horizons Wealth Management
North Carolina
$24.8K
LFA
97
LGT Financial Advisors
Texas
$21.8K
GRP
98
Global Retirement Partners
California
$14.8K
TCOV
99
Trust Company of Vermont
Vermont
$11.9K
TPWA
100
Twin Peaks Wealth Advisors
California
$11.7K