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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
Holders
119
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

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
LFG
101
Larson Financial Group
Missouri
$27K
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$26K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$25.3K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$25K
HWM
105
Horizons Wealth Management
North Carolina
$24.6K
SIS
106
Sound Income Strategies
Florida
$20.1K
SEP
107
Signature Equity Partners
Ohio
$19.6K
PTC
108
Private Trust Company
Ohio
$18.2K
PPC
109
Park Place Capital
Alabama
$11.6K
TCOV
110
Trust Company of Vermont
Vermont
$11.3K
UBS Group
111
UBS Group
Switzerland
$10.7K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$7.8K
MCM
113
MAI Capital Management
Ohio
$5.26K
AWM
114
AE Wealth Management
Kansas
$4.22K
CPG
115
Cornerstone Planning Group
New Jersey
$3.85K
AAG
116
Armstrong Advisory Group
Massachusetts
$2.22K
GRP
117
Global Retirement Partners
California
$824
AssetMark Inc
118
AssetMark Inc
California
$571
MWA
119
Medallion Wealth Advisors
Connecticut
$32
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
CLGM
121
Capitolis Liquid Global Markets
New York
Citadel Advisors
122
Citadel Advisors
Florida
CCFM
123
Clear Creek Financial Management
Washington
TPI
124
Trust Point Inc
Wisconsin
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania