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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
WANY
251
Wealthspire Advisors (New York)
New York
$1.35M
HF
252
HRT Financial
New York
$1.34M
SAI
253
Savvy Advisors Inc
New York
$1.34M
GWWM
254
Great Waters Wealth Management
Minnesota
$1.32M
LAM
255
Lummis Asset Management
Texas
$1.3M
LK
256
Lumbard & Kellner
New Hampshire
$1.3M
TVAMP
257
Tennessee Valley Asset Management Partners
Tennessee
$1.28M
FVWA
258
Foster Victor Wealth Advisors
South Carolina
$1.27M
KF
259
K2 Financial
California
$1.27M
SF
260
Seek First
California
$1.26M
BFA
261
Beacon Financial Advisory
Ohio
$1.24M
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$1.24M
TLFA
263
True Link Financial Advisors
California
$1.23M
VC
264
Veery Capital
Delaware
$1.22M
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
VA
268
Vident Advisory
Georgia
$1.18M
EAM
269
Evanson Asset Management
California
$1.17M
AC
270
Avestar Capital
New York
$1.17M
CP
271
Cumberland Partners
Ontario, Canada
$1.16M
KF
272
Krilogy Financial
Missouri
$1.12M
LA
273
Lindenwold Advisors
Pennsylvania
$1.12M
TCM
274
Towercrest Capital Management
Pennsylvania
$1.12M
AWMG
275
Alliance Wealth Management Group
New Jersey
$1.12M