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Schwab Long-Term US Treasury ETF

112 hedge funds and large institutions have $451M invested in Schwab Long-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
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
WAM
76
WNY Asset Management
New York
$313K
MWM
77
MBE Wealth Management
Wisconsin
$312K
Mariner
78
Mariner
Kansas
$276K
RFN
79
RDA Financial Network
Iowa
$252K
MAS
80
Madden Advisory Services
Florida
$240K
WFS
81
WealthGarden F.S.
California
$237K
SA
82
Strategic Advocates
Utah
$234K
FFN
83
Focus Financial Network
Minnesota
$216K
TWCA
84
Two West Capital Advisors
Kansas
$204K
ASN
85
Advisory Services Network
Georgia
$204K
GM
86
GeoWealth Management
Illinois
$169K
FFA
87
Farther Finance Advisors
California
$162K
CFD
88
Creative Financial Designs
Indiana
$155K
TIM
89
Tortoise Investment Management
New York
$143K
EWA
90
EverSource Wealth Advisors
Alabama
$124K
PS
91
Principal Securities
Iowa
$110K
TFA
92
Transamerica Financial Advisors
Florida
$102K
LFA
93
LGT Financial Advisors
Texas
$91.5K
SAM
94
Smartleaf Asset Management
Massachusetts
$88.9K
BlackRock
95
BlackRock
New York
$69K
ACA
96
Aptus Capital Advisors
Alabama
$68K
VCM
97
Versant Capital Management
Arizona
$37.5K
CPA
98
Cardiff Park Advisors
California
$36.8K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$29.4K
LFG
100
Larson Financial Group
Missouri
$27.1K