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Schwab Long-Term US Treasury ETF

117 hedge funds and large institutions have $619M invested in Schwab Long-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
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

Top Buyers

1 +$98.1M
2 +$32M
3 +$26.4M
4
Wells Fargo
Wells Fargo
California
+$9.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.33M

Top Sellers

1 -$10.5M
2 -$7.73M
3 -$5.92M
4
CLGM
Capitolis Liquid Global Markets
New York
-$4.53M
5
Morgan Stanley
Morgan Stanley
New York
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$26K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$25.3K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$25K
HWM
104
Horizons Wealth Management
North Carolina
$24.6K
SIS
105
Sound Income Strategies
Florida
$20.1K
SEP
106
Signature Equity Partners
Ohio
$19.6K
PTC
107
Private Trust Company
Ohio
$18.2K
PPC
108
Park Place Capital
Alabama
$11.6K
TCOV
109
Trust Company of Vermont
Vermont
$11.3K
UBS Group
110
UBS Group
Switzerland
$10.7K
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$7.8K
MCM
112
MAI Capital Management
Ohio
$5.26K
AWM
113
AE Wealth Management
Kansas
$4.22K
CPG
114
Cornerstone Planning Group
New Jersey
$3.85K
AAG
115
Armstrong Advisory Group
Massachusetts
$2.22K
GRP
116
Global Retirement Partners
California
$824
AssetMark Inc
117
AssetMark Inc
California
$571
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
CLGM
119
Capitolis Liquid Global Markets
New York
Citadel Advisors
120
Citadel Advisors
Florida
CCFM
121
Clear Creek Financial Management
Washington
TPI
122
Trust Point Inc
Wisconsin
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
IWC
124
Integrated Wealth Concepts
Massachusetts
MWM
125
MBE Wealth Management
Wisconsin