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Schwab Long-Term US Treasury ETF

102 hedge funds and large institutions have $574M invested in Schwab Long-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
20
Increased
39
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M +$97.3M +2,971,047 +357%
TIM
2
Total Investment Management
Arizona
$102M +$9.04M +275,919 +10%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$42.4M +$2.62M +80,451 +7%
LPL Financial
4
LPL Financial
California
$33M +$24.8M +757,652 +303%
MML Investors Services
5
MML Investors Services
Massachusetts
$31.6M +$24.5M +748,687 +346%
TI
6
Tidal Investments
Wisconsin
$25M +$25M +763,714 New
WRPWM
7
Werba Rubin Papier Wealth Management
California
$20.7M +$10.7M +327,943 +108%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15.9M +$11.6M +352,860 +265%
FA
9
Faithward Advisors
Pennsylvania
$13.4M -$125K -3,819 -0.9%
Raymond James Financial
10
Raymond James Financial
Florida
$11.6M -$24.7K -753 -0.2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.8M +$9.43M +287,852 +687%
Morgan Stanley
12
Morgan Stanley
New York
$10.5M +$3.57M +108,997 +52%
SWA
13
SFMG Wealth Advisors
Texas
$9.64M +$646K +19,713 +7%
Ameriprise
14
Ameriprise
Minnesota
$8.76M -$1.35M -41,302 -13%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.79M +$2.12M +64,720 +37%
PS
16
Principal Securities
Iowa
$5.74M
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.65M +$10.6K +323 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.13M -$1.26M -38,344 -20%
BCM
19
Birmingham Capital Management
Alabama
$4.85M
LAM
20
L2 Asset Management
Massachusetts
$4.79M +$149K +4,539 +3%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$4.58M +$1.33M +40,719 +41%
CWM
22
Centric Wealth Management
Illinois
$4.33M +$170K +5,178 +4%
KFS
23
Kaizen Financial Strategies
California
$4.15M +$110K +3,369 +3%
WA
24
WBH Advisory
Maryland
$3.72M +$2.4M +73,219 +182%
Goldman Sachs
25
Goldman Sachs
New York
$3.12M -$4.41M -134,664 -59%