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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 %
WANY
251
Wealthspire Advisors (New York)
New York
$1.35M -$50.1K -2,059 -4%
HF
252
HRT Financial
New York
$1.34M -$1.14M -47,012 -46%
SAI
253
Savvy Advisors Inc
New York
$1.34M +$71.2K +2,925 +6%
GWWM
254
Great Waters Wealth Management
Minnesota
$1.32M -$18.5K -759 -1%
LAM
255
Lummis Asset Management
Texas
$1.3M +$40.9K +1,682 +3%
LK
256
Lumbard & Kellner
New Hampshire
$1.3M +$1.3M +53,338 New
TVAMP
257
Tennessee Valley Asset Management Partners
Tennessee
$1.28M +$39.7K +1,630 +3%
FVWA
258
Foster Victor Wealth Advisors
South Carolina
$1.27M -$38.8K -1,600 -3%
KF
259
K2 Financial
California
$1.27M +$79.6K +3,264 +7%
SF
260
Seek First
California
$1.26M +$1.26M +51,948 New
BFA
261
Beacon Financial Advisory
Ohio
$1.24M -$42.7K -1,755 -3%
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$1.24M +$356K +14,632 +41%
TLFA
263
True Link Financial Advisors
California
$1.23M +$309K +12,699 +34%
VC
264
Veery Capital
Delaware
$1.22M +$47.5K +1,953 +4%
FIB
265
First Interstate Bank
Montana
$1.2M – – –
CCFCSB
266
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M – – –
Citadel Advisors
267
Citadel Advisors
Florida
$1.18M +$529K +21,730 +81%
VA
268
Vident Advisory
Georgia
$1.18M -$897K -36,858 -43%
EAM
269
Evanson Asset Management
California
$1.17M +$425K +17,449 +57%
AC
270
Avestar Capital
New York
$1.17M -$141K -5,800 -11%
CP
271
Cumberland Partners
Ontario, Canada
$1.16M +$50.7K +2,085 +5%
KF
272
Krilogy Financial
Missouri
$1.12M -$2.58K -106 -0.2%
LA
273
Lindenwold Advisors
Pennsylvania
$1.12M -$180K -7,378 -14%
TCM
274
Towercrest Capital Management
Pennsylvania
$1.12M -$26.3K -1,082 -2%
AWMG
275
Alliance Wealth Management Group
New Jersey
$1.12M -$6.82K -280 -0.6%
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