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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
226
Principal Securities
Iowa
$1.7M – – –
CCM
227
Coldstream Capital Management
Washington
$1.7M – – –
AI
228
Atria Investments
North Carolina
$1.69M -$1.61M -66,113 -49%
MFG
229
Mendota Financial Group
Wisconsin
$1.67M -$947K -38,909 -36%
PAG
230
Private Advisor Group
New Jersey
$1.67M -$1.08M -44,179 -39%
NWMG
231
National Wealth Management Group
Ohio
$1.65M +$306K +12,588 +23%
DBRC
232
D.B. Root & Company
Pennsylvania
$1.63M +$199K +8,161 +14%
CFGSD
233
Compass Financial Group (South Dakota)
South Dakota
$1.55M +$413K +16,982 +36%
BRIA
234
Balanced Rock Investment Advisors
Massachusetts
$1.54M +$23.5K +965 +2%
BAM
235
Belpointe Asset Management
Nevada
$1.52M +$624K +25,644 +70%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$1.51M -$30.4K -1,249 -2%
Cerity Partners
237
Cerity Partners
New York
$1.5M +$51.6K +2,118 +4%
FPAS
238
Focus Partners Advisor Solutions
Missouri
$1.46M +$27.9K +1,147 +2%
FCH
239
Freestone Capital Holdings
Washington
$1.45M -$26K -1,068 -2%
SFA
240
Sequoia Financial Advisors
Ohio
$1.42M +$570K +23,401 +67%
SIP
241
Sellwood Investment Partners
Oregon
$1.41M -$320K -13,157 -18%
EWM
242
Evermay Wealth Management
Virginia
$1.41M -$887K -36,441 -39%
ATI
243
ARK & TLK Investments
Oklahoma
$1.39M +$32.4K +1,333 +2%
WA
244
Win Advisors
Florida
$1.38M +$928K +38,134 +204%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$1.38M +$1.34M +55,252 +3,913%
DG
246
DMC Group
Alabama
$1.37M +$142K +5,814 +11%
DPI
247
Diversified Portfolios Inc
Michigan
$1.37M +$967K +39,711 +238%
CWA
248
Clearview Wealth Advisors
Oregon
$1.37M -$4.24K -174 -0.3%
AHC
249
Anderson Hoagland & Co
Missouri
$1.36M +$131K +5,364 +11%
HCP
250
Hexagon Capital Partners
Arkansas
$1.35M -$11.6K -476 -0.8%
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