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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 267 increasing their positions, 234 reducing their positions, and 50 closing their positions.

Holders
634
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.51%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.6%
New
62
Increased
267
Reduced
234
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$79.7M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$571M
4
MT
4
Midwest Trust
Kansas
$29.3M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$79.1M

Top Sellers

1
WCF
1
West Coast Financial
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$59.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$494M
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.66B 109,087,556 +806,967 +0.7%
Ameriprise
2
Ameriprise
Minnesota
$571M 23,077,707 +1,237,815 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$494M 20,251,104 -1,210,798 -6%
SEI Investments
4
SEI Investments
Pennsylvania
$415M 17,026,193 +500,652 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$196M 8,046,412 +401,306 +5%
Stifel Financial
6
Stifel Financial
Missouri
$149M 6,111,570 -8,404 -0.1%
LPL Financial
7
LPL Financial
California
$105M 4,291,727 +841,439 +24%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$93.1M 3,819,204 +1,104,604 +41%
Wealthfront Advisers
9
Wealthfront Advisers
California
$87.4M 3,584,777 -331,386 -8%
Morgan Stanley
10
Morgan Stanley
New York
$79.7M 3,268,155 +224,985 +7%
Cerity Partners
11
Cerity Partners
New York
$79.7M 3,267,650 +3,205,930 +5,194%
MFT
12
Moisand Fitzgerald Tamayo
Florida
$79.1M 3,245,196 +1,158,797 +56%
State Street
13
State Street
Massachusetts
$75.6M 3,100,000 – –
CCA
14
Clearwater Capital Advisors
Illinois
$60M 2,461,950 -3,284 -0.1%
Renaissance Technologies
15
Renaissance Technologies
New York
$59.3M 2,432,329 -1,946,347 -44%
MA
16
MCF Advisors
Kentucky
$59.1M 2,425,664 -423,402 -15%
BSB
17
Bangor Savings Bank
Maine
$51.8M 2,125,226 +317,598 +18%
Wells Fargo
18
Wells Fargo
California
$47.3M 1,941,018 -26,202 -1%
SGAM
19
Stephens Group Asset Management
Arkansas
$45.8M 1,876,668 +1,486,385 +381%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$45.5M 1,866,879 -55,796 -3%
LA
21
LVW Advisors
New York
$44.7M 1,834,600 -85,772 -4%
FFG
22
Fiduciary Financial Group
California
$43M 1,772,706 +156,220 +10%
TCM
23
TruNorth Capital Management
Michigan
$42.4M 1,739,672 +95,773 +6%
MIM
24
Morningstar Investment Management
Illinois
$41M 1,681,738 -288,391 -15%
DC
25
Davenport & Co
Virginia
$36.8M 1,507,911 +55,823 +4%
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