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Schwab Long-Term US Treasury ETF

106 hedge funds and large institutions have $427M 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, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
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
Mariner
76
Mariner
Kansas
$250K
WFS
77
WealthGarden F.S.
California
$239K
SA
78
Strategic Advocates
Utah
$230K
BCM
79
Brookstone Capital Management
Illinois
$222K
FFN
80
Focus Financial Network
Minnesota
$219K
FFA
81
Farther Finance Advisors
California
$151K
BlackRock
82
BlackRock
New York
$147K
PWA
83
Principia Wealth Advisory
Texas
$132K
TIM
84
Tortoise Investment Management
New York
$121K
EWA
85
EverSource Wealth Advisors
Alabama
$120K
PS
86
Principal Securities
Iowa
$94.6K
CFD
87
Creative Financial Designs
Indiana
$94.3K
ACA
88
Aptus Capital Advisors
Alabama
$92.8K
ACA
89
Atlas Capital Advisors
Wyoming
$51.2K
BWL
90
Bogart Wealth LLC
Virginia
$41.5K
VCM
91
Versant Capital Management
Arizona
$37K
CPA
92
Cardiff Park Advisors
California
$36.3K
PPC
93
Park Place Capital
Alabama
$28.2K
LFG
94
Larson Financial Group
Missouri
$26.4K
HWM
95
Horizons Wealth Management
North Carolina
$24.8K
LFA
96
LGT Financial Advisors
Texas
$21.8K
GRP
97
Global Retirement Partners
California
$14.8K
TCOV
98
Trust Company of Vermont
Vermont
$11.9K
TPWA
99
Twin Peaks Wealth Advisors
California
$11.7K
HI
100
Harbour Investments
Wisconsin
$11.3K