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Schwab Short-Term US Treasury ETF

638 hedge funds and large institutions have $7.65B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
BOM
226
Bank of Marin
California
$1.99M -$109K -4,480 -5%
TSS
227
Two Sigma Securities
New York
$1.95M +$1.46M +59,787 +294%
CIR
228
Clear Investment Research
Georgia
$1.91M +$44.1K +1,809 +2%
Corient Private Wealth
229
Corient Private Wealth
Florida
$1.91M +$836K +34,299 +78%
FPAS
230
Focus Partners Advisor Solutions
Missouri
$1.9M +$433K +17,767 +30%
OFS
231
OneAscent Financial Services
Alabama
$1.89M +$900K +36,905 +91%
Lido Advisors
232
Lido Advisors
California
$1.88M +$4.27K +175 +0.2%
PGAM
233
Princeton Global Asset Management
New Jersey
$1.87M -$3.46K -142 -0.2%
DG
234
DMC Group
Alabama
$1.86M +$489K +20,072 +36%
PAG
235
Private Advisor Group
New Jersey
$1.82M +$155K +6,365 +9%
FWM
236
Forza Wealth Management
Florida
$1.8M
BCM
237
Birmingham Capital Management
Alabama
$1.78M -$731K -30,000 -29%
JWM
238
JFG Wealth Management
Colorado
$1.74M -$149K -6,129 -8%
AWM
239
Apollon Wealth Management
South Carolina
$1.72M +$1.72M +70,650 New
GRP
240
Global Retirement Partners
California
$1.67M +$1.67M +68,645 New
FIM
241
Freedom Investment Management
Connecticut
$1.66M -$68.9K -2,826 -4%
CA
242
Calton & Associates
Florida
$1.64M -$1.28M -52,381 -44%
BAM
243
Belpointe Asset Management
Nevada
$1.63M +$111K +4,570 +7%
MFG
244
Mendota Financial Group
Wisconsin
$1.63M -$40.6K -1,664 -2%
CFGSD
245
Compass Financial Group (South Dakota)
South Dakota
$1.61M +$60.1K +2,466 +4%
VA
246
Valmark Advisers
Ohio
$1.58M -$260K -10,671 -14%
AI
247
Atria Investments
North Carolina
$1.58M -$111K -4,534 -7%
BRIA
248
Balanced Rock Investment Advisors
Massachusetts
$1.55M +$5.22K +214 +0.3%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$1.53M +$19.7K +810 +1%
PCIA
250
Prime Capital Investment Advisors
Kansas
$1.48M -$248K -10,173 -14%