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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $7.45B → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
226
Jackson Creek Investment Advisors
Colorado
$2.1M
TLFA
227
True Link Financial Advisors
California
$2.09M
MFG
228
Mainsail Financial Group
Washington
$2.06M
WCFA
229
Walkner Condon Financial Advisors
Wisconsin
$2.01M
WHCI
230
W.H. Cornerstone Investments
Massachusetts
$1.99M
BOM
231
Bank of Marin
California
$1.99M
TSS
232
Two Sigma Securities
New York
$1.95M
CIR
233
Clear Investment Research
Georgia
$1.91M
FPAS
234
Focus Partners Advisor Solutions
Missouri
$1.9M
OFS
235
OneAscent Financial Services
Alabama
$1.89M
Lido Advisors
236
Lido Advisors
California
$1.88M
PGAM
237
Princeton Global Asset Management
New Jersey
$1.87M
DG
238
DMC Group
Alabama
$1.86M
PAG
239
Private Advisor Group
New Jersey
$1.82M
NWMG
240
National Wealth Management Group
Ohio
$1.81M
FWM
241
Forza Wealth Management
Florida
$1.8M
BCM
242
Birmingham Capital Management
Alabama
$1.78M
SA
243
Sanctuary Advisors
Indiana
$1.75M
JWM
244
JFG Wealth Management
Colorado
$1.74M
AWM
245
Apollon Wealth Management
South Carolina
$1.72M
GRP
246
Global Retirement Partners
California
$1.67M
FIM
247
Freedom Investment Management
Connecticut
$1.66M
CA
248
Calton & Associates
Florida
$1.64M
BAM
249
Belpointe Asset Management
Nevada
$1.63M
MFG
250
Mendota Financial Group
Wisconsin
$1.63M