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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
8.55%
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 %
BFG
251
Bleakley Financial Group
New Jersey
$1.43M +$393K +16,137 +38%
CFD
252
Creative Financial Designs
Indiana
$1.42M +$418K +17,128 +42%
AHC
253
Anderson Hoagland & Co
Missouri
$1.42M +$54.3K +2,226 +4%
FCH
254
Freestone Capital Holdings
Washington
$1.42M -$29.5K -1,209 -2%
TF
255
Trek Financial
Arizona
$1.4M +$503K +20,645 +56%
HWAM
256
Hennion & Walsh Asset Management
New Jersey
$1.39M +$155K +6,372 +13%
CWA
257
Clearview Wealth Advisors
Oregon
$1.38M +$9.78K +401 +0.7%
KF
258
Krilogy Financial
Missouri
$1.35M +$229K +9,396 +20%
SIP
259
Sellwood Investment Partners
Oregon
$1.35M -$63.3K -2,597 -4%
WANY
260
Wealthspire Advisors (New York)
New York
$1.35M -$24 -1 -0%
HCP
261
Hexagon Capital Partners
Arkansas
$1.35M -$8.92K -366 -0.7%
ATI
262
ARK & TLK Investments
Oklahoma
$1.34M -$55.4K -2,271 -4%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$1.33M +$415K +17,018 +45%
EWM
264
Evermay Wealth Management
Virginia
$1.33M -$79.8K -3,273 -6%
SF
265
Seek First
California
$1.33M +$59.7K +2,449 +5%
ES
266
Eagle Strategies
New York
$1.32M +$315K +12,939 +31%
LAM
267
Lummis Asset Management
Texas
$1.3M -$7.27K -298 -0.6%
CP
268
Cumberland Partners
Ontario, Canada
$1.29M +$132K +5,425 +11%
GWWM
269
Great Waters Wealth Management
Minnesota
$1.28M -$38.7K -1,586 -3%
AWS
270
Atria Wealth Solutions
New York
$1.27M -$674K -27,772 -35%
SAI
271
Savvy Advisors Inc
New York
$1.26M -$78.8K -3,234 -6%
BCA
272
Bay Colony Advisors
Massachusetts
$1.26M +$1.26M +51,676 New
UAG
273
United Advisor Group
Ohio
$1.26M +$1.26M +51,652 New
BFA
274
Beacon Financial Advisory
Ohio
$1.25M +$10.8K +445 +0.9%
AFP
275
Ausdal Financial Partners
Iowa
$1.25M -$684K -28,043 -35%