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Schwab Long-Term US Treasury ETF

120 hedge funds and large institutions have $483M invested in Schwab Long-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 19 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

22% less capital invested

Capital invested by funds: $621M → $483M (-$138M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$295K
CFD
77
Creative Financial Designs
Indiana
$263K
XT
78
XTX Topco
Cayman Islands
$257K
IAA
79
Independent Advisor Alliance
North Carolina
$255K
MAS
80
Madden Advisory Services
Florida
$255K
BCI
81
Brinker Capital Investments
Pennsylvania
$249K
SA
82
Strategic Advocates
Utah
$239K
JE
83
Jacobs Equity
Utah
$234K
AFG
84
Atomi Financial Group
New York
$232K
RFN
85
RDA Financial Network
Iowa
$227K
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$227K
TCM
87
Triumph Capital Management
Colorado
$199K
FFA
88
Farther Finance Advisors
California
$187K
UFPG
89
United Financial Planning Group
New York
$180K
GM
90
GeoWealth Management
Illinois
$179K
ASN
91
Advisory Services Network
Georgia
$162K
EWA
92
EverSource Wealth Advisors
Alabama
$121K
SA
93
Scarborough Advisors
Maryland
$110K
SC
94
SouthState Corp
Florida
$94K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$87.8K
ACA
96
Aptus Capital Advisors
Alabama
$70.6K
BlackRock
97
BlackRock
New York
$63.2K
AUB
98
Atlantic Union Bankshares
Virginia
$59.1K
ACA
99
Atlas Capital Advisors
Wyoming
$50.5K
SAM
100
Smartleaf Asset Management
Massachusetts
$42.6K