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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
TLFA
226
True Link Financial Advisors
California
$2.09M
MFG
227
Mainsail Financial Group
Washington
$2.06M
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$2.01M
WHCI
229
W.H. Cornerstone Investments
Massachusetts
$1.99M
BOM
230
Bank of Marin
California
$1.99M
TSS
231
Two Sigma Securities
New York
$1.95M
CIR
232
Clear Investment Research
Georgia
$1.91M
FPAS
233
Focus Partners Advisor Solutions
Missouri
$1.9M
OFS
234
OneAscent Financial Services
Alabama
$1.89M
Lido Advisors
235
Lido Advisors
California
$1.88M
PGAM
236
Princeton Global Asset Management
New Jersey
$1.87M
DG
237
DMC Group
Alabama
$1.86M
PAG
238
Private Advisor Group
New Jersey
$1.82M
NWMG
239
National Wealth Management Group
Ohio
$1.81M
FWM
240
Forza Wealth Management
Florida
$1.8M
BCM
241
Birmingham Capital Management
Alabama
$1.78M
JWM
242
JFG Wealth Management
Colorado
$1.74M
AWM
243
Apollon Wealth Management
South Carolina
$1.72M
GRP
244
Global Retirement Partners
California
$1.67M
FIM
245
Freedom Investment Management
Connecticut
$1.66M
CA
246
Calton & Associates
Florida
$1.64M
BAM
247
Belpointe Asset Management
Nevada
$1.63M
MFG
248
Mendota Financial Group
Wisconsin
$1.63M
CFGSD
249
Compass Financial Group (South Dakota)
South Dakota
$1.61M
VA
250
Valmark Advisers
Ohio
$1.58M