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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$1.7M
CCM
227
Coldstream Capital Management
Washington
$1.7M
AI
228
Atria Investments
North Carolina
$1.69M
MFG
229
Mendota Financial Group
Wisconsin
$1.67M
PAG
230
Private Advisor Group
New Jersey
$1.67M
NWMG
231
National Wealth Management Group
Ohio
$1.65M
DBRC
232
D.B. Root & Company
Pennsylvania
$1.63M
CFGSD
233
Compass Financial Group (South Dakota)
South Dakota
$1.55M
BRIA
234
Balanced Rock Investment Advisors
Massachusetts
$1.54M
BAM
235
Belpointe Asset Management
Nevada
$1.52M
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$1.51M
Cerity Partners
237
Cerity Partners
New York
$1.5M
FPAS
238
Focus Partners Advisor Solutions
Missouri
$1.46M
FCH
239
Freestone Capital Holdings
Washington
$1.45M
SFA
240
Sequoia Financial Advisors
Ohio
$1.42M
SIP
241
Sellwood Investment Partners
Oregon
$1.41M
EWM
242
Evermay Wealth Management
Virginia
$1.41M
ATI
243
ARK & TLK Investments
Oklahoma
$1.39M
WA
244
Win Advisors
Florida
$1.38M
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$1.38M
DG
246
DMC Group
Alabama
$1.37M
DPI
247
Diversified Portfolios Inc
Michigan
$1.37M
CWA
248
Clearview Wealth Advisors
Oregon
$1.37M
AHC
249
Anderson Hoagland & Co
Missouri
$1.36M
HCP
250
Hexagon Capital Partners
Arkansas
$1.35M