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Schwab Long-Term US Treasury ETF

32 hedge funds and large institutions have $124M invested in Schwab Long-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
10
Increased
10
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$31.8M -$413K -11,026 -1%
FA
2
Faithward Advisors
Pennsylvania
$27.7M -$3.93M -105,596 -12%
Charles Schwab
3
Charles Schwab
California
$11.8M -$698K -18,643 -6%
NCM
4
Northwest Capital Management
Oregon
$9.26M +$482K +12,857 +5%
ACM
5
Avalon Capital Management
California
$7.83M -$19.1M -510,023 -71%
SFO
6
Stokes Family Office
Louisiana
$4.27M -$3.59M -95,754 -46%
NCMW
7
Northern Capital Management (Washington)
Washington
$3.94M +$3.94M +105,047 New
CCFM
8
Clear Creek Financial Management
Washington
$3.13M +$53.2K +1,419 +2%
FTUS
9
Flow Traders U.S.
New York
$2.98M +$2.6M +69,423 +687%
SCM
10
SevenOneSeven Capital Management
Pennsylvania
$2.81M -$259K -6,964 -8%
KFS
11
Kaizen Financial Strategies
California
$2.32M +$799K +21,331 +52%
Jane Street
12
Jane Street
New York
$2.17M +$995K +26,565 +85%
Bank of America
13
Bank of America
North Carolina
$2.06M +$1.26M +33,618 +157%
Morgan Stanley
14
Morgan Stanley
New York
$1.9M +$1.83M +48,818 +2,604%
Citadel Advisors
15
Citadel Advisors
Florida
$1.46M +$894K +23,859 +159%
BCM
16
Barden Capital Management
Texas
$1.43M +$1.43M +38,208 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.35M +$1.11M +29,751 +479%
CST
18
Charles Schwab Trust
Nevada
$1.16M +$122K +3,268 +12%
BAM
19
Belpointe Asset Management
Nevada
$829K +$829K +22,123 New
SOS
20
Silver Oak Securities
Tennessee
$813K +$813K +21,136 New
IMC Chicago
21
IMC Chicago
Illinois
$673K +$673K +17,967 New
GGS
22
Galvin Gaustad & Stein
Arizona
$445K +$445K +11,870 New
WSTAM
23
Wilbanks Smith & Thomas Asset Management
Virginia
$385K -$5.51K -147 -1%
VST
24
Van Strum & Towne
California
$258K +$258K +6,900 New
MOS
25
MGO One Seven
Ohio
$253K +$253K +6,765 New