SCHQ icon

Schwab Long-Term US Treasury ETF

59 hedge funds and large institutions have $312M invested in Schwab Long-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
27
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$77M 2,429,213 +1,552,646 +177%
Bank of America
2
Bank of America
North Carolina
$71.3M 2,249,341 +2,189,875 +3,683%
SWA
3
SFMG Wealth Advisors
Texas
$21.3M 673,501 +673,501 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M 613,337 +201,178 +49%
FA
5
Faithward Advisors
Pennsylvania
$16.8M 536,308 -558,153 -51%
Jane Street
6
Jane Street
New York
$12.7M 399,329 -71,164 -15%
Charles Schwab
7
Charles Schwab
California
$9.89M 312,083 +1,499 +0.5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.26M 260,727 +27,066 +12%
NCM
9
Northwest Capital Management
Oregon
$7.22M 227,961 -11,687 -5%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6.99M 220,601 -11,687 -5%
SFO
11
Stokes Family Office
Louisiana
$4.98M 157,110 +45,446 +41%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$4.88M 154,089 +154,089 New
MML Investors Services
13
MML Investors Services
Massachusetts
$4.2M 132,452 +30,706 +30%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.9M 123,110 +66,987 +119%
Ameriprise
15
Ameriprise
Minnesota
$3.61M 118,086 +104,400 +763%
KFS
16
Kaizen Financial Strategies
California
$2.71M 85,573 +19,623 +30%
CCFM
17
Clear Creek Financial Management
Washington
$2.66M 84,020 -1,049 -1%
BBWP
18
Beacon Bridge Wealth Partners
Pennsylvania
$2.33M 73,693 +73,693 New
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$2.17M 68,494 +68,494 New
BlackRock
20
BlackRock
New York
$2.07M 65,402 +65,320 +79,659%
SCM
21
SevenOneSeven Capital Management
Pennsylvania
$1.83M 58,356 -58,833 -50%
GGS
22
Galvin Gaustad & Stein
Arizona
$1.81M 57,131 +7,912 +16%
SWA
23
Stratos Wealth Advisors
Ohio
$1.71M 54,044 +2,371 +5%
Truist Financial
24
Truist Financial
North Carolina
$1.65M 44,041 +44,041 New
CFGS
25
Concourse Financial Group Securities
Alabama
$1.63M 51,459 +9,743 +23%