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Schwab Long-Term US Treasury ETF

103 hedge funds and large institutions have $423M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
32
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$222K -$109K -3,428 -33%
FFN
77
Focus Financial Network
Minnesota
$219K -$7.91K -248 -3%
FFA
78
Farther Finance Advisors
California
$151K +$15.3K +479 +11%
BlackRock
79
BlackRock
New York
$147K +$91.9K +2,882 +168%
PWA
80
Principia Wealth Advisory
Texas
$132K +$132K +4,133 New
TIM
81
Tortoise Investment Management
New York
$121K -$22.8K -715 -16%
EWA
82
EverSource Wealth Advisors
Alabama
$120K
PS
83
Principal Securities
Iowa
$94.6K -$5.73M -179,626 -98%
CFD
84
Creative Financial Designs
Indiana
$94.3K +$1.91K +60 +2%
ACA
85
Aptus Capital Advisors
Alabama
$92.8K -$55.2K -1,732 -37%
ACA
86
Atlas Capital Advisors
Wyoming
$51.2K +$51.2K +1,606 New
BWL
87
Bogart Wealth LLC
Virginia
$41.5K
VCM
88
Versant Capital Management
Arizona
$37K
CPA
89
Cardiff Park Advisors
California
$36.3K
PPC
90
Park Place Capital
Alabama
$28.2K +$18K +566 +177%
LFG
91
Larson Financial Group
Missouri
$26.4K +$287 +9 +1%
HWM
92
Horizons Wealth Management
North Carolina
$24.8K
LFA
93
LGT Financial Advisors
Texas
$21.8K +$1.63K +51 +8%
GRP
94
Global Retirement Partners
California
$14.8K +$14.8K +465 New
TCOV
95
Trust Company of Vermont
Vermont
$11.9K +$11.9K +372 New
TPWA
96
Twin Peaks Wealth Advisors
California
$11.7K +$11.7K +372 New
HI
97
Harbour Investments
Wisconsin
$11.3K
MCM
98
MAI Capital Management
Ohio
$5.29K -$10.3K -323 -66%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$3.09K +$3.09K +97 New
AAG
100
Armstrong Advisory Group
Massachusetts
$2.23K -$185K -5,794 -99%