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Schwab Long-Term US Treasury ETF

103 hedge funds and large institutions have $423M invested in Schwab Long-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
32
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$100M -$20.9M -656,649 -17%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$44.3M +$2.69M +84,405 +6%
LPL Financial
3
LPL Financial
California
$30.3M -$1.79M -56,033 -6%
MML Investors Services
4
MML Investors Services
Massachusetts
$26M -$4.74M -148,609 -15%
TI
5
Tidal Investments
Wisconsin
$21.8M -$2.47M -77,733 -10%
WRPWM
6
Werba Rubin Papier Wealth Management
California
$18.4M -$1.74M -54,473 -9%
FA
7
Faithward Advisors
Pennsylvania
$13.6M +$493K +15,470 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.9M -$3.57M -111,962 -23%
Raymond James Financial
9
Raymond James Financial
Florida
$11.3M -$14.4K -451 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$11M +$855K +26,811 +8%
SWA
11
SFMG Wealth Advisors
Texas
$10.6M +$1.24M +38,814 +13%
Ameriprise
12
Ameriprise
Minnesota
$9.16M +$636K +19,942 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.03M -$2.48M -77,840 -24%
BBWP
14
Beacon Bridge Wealth Partners
Pennsylvania
$6.51M +$1.01M +31,560 +18%
PAS
15
Park Avenue Securities
New York
$6.33M +$6.33M +198,526 New
Goldman Sachs
16
Goldman Sachs
New York
$5.1M +$2.06M +64,669 +68%
LAM
17
L2 Asset Management
Massachusetts
$5.03M +$362K +11,346 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.81M -$188K -5,888 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.77M +$4.23M +132,524 +783%
CWM
20
Centric Wealth Management
Illinois
$4.54M +$362K +11,450 +9%
BCM
21
Birmingham Capital Management
Alabama
$3.81M -$907K -28,450 -19%
KFS
22
Kaizen Financial Strategies
California
$3.79M -$259K -8,113 -6%
AC
23
Attessa Capital
Arizona
$3.35M +$635K +19,893 +23%
Bank of America
24
Bank of America
North Carolina
$3.16M +$255K +7,984 +9%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$3.12M +$3.12M +97,800 New