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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
VCM
101
Versant Capital Management
Arizona
$36.5K
CPA
102
Cardiff Park Advisors
California
$35.8K
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$31.1K
WAG
104
Windsor Advisory Group
Ohio
$27.7K
LFG
105
Larson Financial Group
Missouri
$27K
HWM
106
Horizons Wealth Management
North Carolina
$24.4K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$23.6K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$21.2K
SEP
109
Signature Equity Partners
Ohio
$14.2K
SIS
110
Sound Income Strategies
Florida
$12.6K
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$7.73K
UBS Group
112
UBS Group
Switzerland
$5.38K
DWM
113
Dogwood Wealth Management
Kansas
$5.25K
MCM
114
MAI Capital Management
Ohio
$5K
MG
115
Mather Group
Illinois
$3.39K
AWM
116
AE Wealth Management
Kansas
$3.27K
TPWA
117
Twin Peaks Wealth Advisors
California
$1.01K
HWA
118
Heritage Wealth Advisors
Virginia
$974
AssetMark Inc
119
AssetMark Inc
California
$566
RF
120
RetireMitten Financial
Michigan
$538
QC
121
Quadrature Capital
United Kingdom
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
KFS
123
Kaizen Financial Strategies
California
FTUS
124
Flow Traders U.S.
New York
VST
125
Van Strum & Towne
California