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Schwab Long-Term US Treasury ETF

92 hedge funds and large institutions have $434M invested in Schwab Long-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
29
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$84M +$971K +29,594 +1%
Bank of America
2
Bank of America
North Carolina
$77.7M +$508K +15,486 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.7M -$12.7M -386,347 -23%
SWA
4
SFMG Wealth Advisors
Texas
$20.9M -$180K -5,479 -0.9%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$19.9M +$12.9M +385,721 +183%
NCM
6
Northwest Capital Management
Oregon
$14.3M -$2.11M -64,366 -13%
FA
7
Faithward Advisors
Pennsylvania
$13.8M +$84.3K +2,569 +0.6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$13.3M -$1.67M -50,797 -11%
SC
9
Sykon Capital
New York
$10.8M +$10.8M +329,395 New
MML Investors Services
10
MML Investors Services
Massachusetts
$10.6M -$2.82M -86,057 -21%
Charles Schwab
11
Charles Schwab
California
$10.3M +$67.2K +2,049 +0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.1M +$524K +15,975 +5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$7.16M -$3.28M -99,917 -31%
PS
14
Principal Securities
Iowa
$6.37M +$157K +4,786 +3%
Ameriprise
15
Ameriprise
Minnesota
$5.76M +$3.02M +92,163 +110%
BBWP
16
Beacon Bridge Wealth Partners
Pennsylvania
$5.42M +$1.54M +46,983 +40%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$5.17M -$2.53M -77,124 -33%
SFO
18
Stokes Family Office
Louisiana
$5.16M +$30.8K +940 +0.6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$5.07M +$4.5M +137,287 +801%
KFS
20
Kaizen Financial Strategies
California
$4.15M +$637K +19,030 +18%
GGS
21
Galvin Gaustad & Stein
Arizona
$4.07M +$367K +11,200 +10%
NA
22
NewEdge Advisors
Louisiana
$3.92M -$788K -24,028 -17%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.68M +$400K +12,181 +12%
LPL Financial
24
LPL Financial
California
$3.2M +$3.2M +97,642 New
FTUS
25
Flow Traders U.S.
New York
$2.84M +$2.84M +86,555 New