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SCHQ

Schwab Long-Term US Treasury ETF

119 hedge funds and large institutions have $621M invested in Schwab Long-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $451M → $621M (+$170M)

7.99% more ownership

Funds ownership: 54.83%62.82% (+8%)

6% more funds holding

Funds holding: 112119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
56
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
76
Milestones Private Investment Advisors
New York
$399K -$28.8K -892 -7%
EWS
77
Evergreen Wealth Solutions
Pennsylvania
$377K +$384K +11,885 New
RFN
78
RDA Financial Network
Iowa
$368K +$122K +3,786 +48%
WAM
79
Worth Asset Management
Texas
$339K +$345K +10,684 New
GM
80
GeoWealth Management
Illinois
$325K +$162K +5,011 +96%
HF
81
HRT Financial
New York
$297K +$304K +9,394 New
TFA
82
Transamerica Financial Advisors
Florida
$287K +$191K +5,912 +187%
WFS
83
WealthGarden F.S.
California
$260K +$30.1K +930 +13%
MAS
84
Madden Advisory Services
Florida
$237K +$1.29K +40 +0.5%
Mariner
85
Mariner
Kansas
$231K -$40.3K -1,247 -15%
TWCA
86
Two West Capital Advisors
Kansas
$229K +$33.5K +1,035 +17%
SA
87
Strategic Advocates
Utah
$225K -$6.3K -195 -3%
JE
88
Jacobs Equity
Utah
$224K +$228K +7,060 New
AFP
89
Ausdal Financial Partners
Iowa
$206K +$210K +6,499 New
FFA
90
Farther Finance Advisors
California
$159K -$647 -20 -0.4%
CFD
91
Creative Financial Designs
Indiana
$153K +$937 +29 +0.6%
EWA
92
EverSource Wealth Advisors
Alabama
$122K
ACA
93
Aptus Capital Advisors
Alabama
$113K +$46.7K +1,445 +69%
BlackRock
94
BlackRock
New York
$111K +$44.6K +1,379 +65%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$54K +$55.1K +1,704 New
ACA
96
Atlas Capital Advisors
Wyoming
$50.9K +$51.9K +1,606 New
KAS
97
Kestra Advisory Services
Texas
$45.2K +$46.1K +1,426 New
SAM
98
Smartleaf Asset Management
Massachusetts
$44.9K -$43.3K -1,341 -49%
VCM
99
Versant Capital Management
Arizona
$36.8K
CPA
100
Cardiff Park Advisors
California
$36.1K