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Schwab Long-Term US Treasury ETF

104 hedge funds and large institutions have $349M invested in Schwab Long-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
28
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
101
SignatureFD
Georgia
$754
AssetMark Inc
102
AssetMark Inc
California
$251 -$8.75K -279 -97%
AWM
103
AE Wealth Management
Kansas
$220 +$220 +7 New
FFA
104
Farther Finance Advisors
California
$63
BOSSRA
105
B.O.S.S. Retirement Advisors
Utah
-$5.23M -149,557 Closed
Prudential Financial
106
Prudential Financial
New Jersey
-$1.64M -46,893 Closed
GSWM
107
Greenup Street Wealth Management
Michigan
-$1.12M -32,011 Closed
WAM
108
Worth Asset Management
Texas
-$890K -25,446 Closed
TI
109
Tidal Investments
Wisconsin
-$847K -24,277 Closed
CA
110
Claro Advisors
Massachusetts
-$589K -16,835 Closed
RIA
111
Regal Investment Advisors
Michigan
-$495K -14,140 Closed
SWM
112
Silverlake Wealth Management
Vermont
-$374K -10,676 Closed
HF
113
HRT Financial
New York
-$306K -8,747 Closed
MFG
114
Magnus Financial Group
New York
-$305K -8,730 Closed
WFS
115
WealthGarden F.S.
California
-$241K -6,898 Closed
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
-$211K -6,027 Closed
TSS
117
Two Sigma Securities
New York
-$205K -5,853 Closed
RWIA
118
Roger Wittlin Investment Advisory
California
-$204K -5,842 Closed
UBS Group
119
UBS Group
Switzerland
-$125K -3,567 Closed
SWC
120
Spectrum Wealth Counsel
Indiana
-$44.6K -1,274 Closed
RA
121
Rise Advisors
New York
-$19.2K -550 Closed
LFA
122
LGT Financial Advisors
Texas
-$12K -344 Closed
WSFS
123
Wilmington Savings Fund Society
Delaware
-$6.72K -192 Closed
AF
124
Advisornet Financial
Minnesota
-$1.51K -43 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$35 -1 Closed