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Schwab Long-Term US Treasury ETF

102 hedge funds and large institutions have $574M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
39
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
AE Wealth Management
Kansas
$491 +$262 +8 +114%
AssetMark Inc
102
AssetMark Inc
California
$262
Jane Street
103
Jane Street
New York
-$2.16M -68,647 Closed
CFGS
104
Concourse Financial Group Securities
Alabama
-$1.75M -55,546 Closed
PAS
105
Park Avenue Securities
New York
-$1.47M -46,904 Closed
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
-$1.18M -37,400 Closed
SWA
107
Stratos Wealth Advisors
Ohio
-$1.12M -35,486 Closed
QC
108
Quadrature Capital
United Kingdom
-$898K -28,513 Closed
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
-$467K -14,856 Closed
BI
110
Bolthouse Investments
California
-$457K -14,541 Closed
VA
111
Valmark Advisers
Ohio
-$441K -14,038 Closed
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
-$372K -11,821 Closed
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
-$241K -7,671 Closed
PCWA
114
Pacific Capital Wealth Advisors
California
-$125K -3,982 Closed
ZRP
115
Zynergy Retirement Planning
New Jersey
-$100K -2,868 Closed
OC
116
Oarsman Capital
Wisconsin
-$82.6K -2,629 Closed
GM
117
GeoWealth Management
Illinois
-$52.3K -1,662 Closed
Jones Financial Companies
118
Jones Financial Companies
Missouri
-$27.1K -862 Closed
NA
119
NewEdge Advisors
Louisiana
-$8.74K -278 Closed
FWP
120
FAS Wealth Partners
Kansas
-$5.38K -171 Closed
DIP
121
DT Investment Partners
Pennsylvania
-$3.33K -106 Closed
S
122
SignatureFD
Georgia
-$754 -24 Closed