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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
CFGSD
251
Compass Financial Group (South Dakota)
South Dakota
$1.61M
VA
252
Valmark Advisers
Ohio
$1.58M
AI
253
Atria Investments
North Carolina
$1.58M
BRIA
254
Balanced Rock Investment Advisors
Massachusetts
$1.55M
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$1.53M
PCIA
256
Prime Capital Investment Advisors
Kansas
$1.48M
BFG
257
Bleakley Financial Group
New Jersey
$1.43M
CFD
258
Creative Financial Designs
Indiana
$1.42M
AHC
259
Anderson Hoagland & Co
Missouri
$1.42M
FCH
260
Freestone Capital Holdings
Washington
$1.42M
TF
261
Trek Financial
Arizona
$1.4M
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$1.39M
CWA
263
Clearview Wealth Advisors
Oregon
$1.38M
KF
264
Krilogy Financial
Missouri
$1.35M
SIP
265
Sellwood Investment Partners
Oregon
$1.35M
WANY
266
Wealthspire Advisors (New York)
New York
$1.35M
HCP
267
Hexagon Capital Partners
Arkansas
$1.35M
ATI
268
ARK & TLK Investments
Oklahoma
$1.34M
Jones Financial Companies
269
Jones Financial Companies
Missouri
$1.33M
EWM
270
Evermay Wealth Management
Virginia
$1.33M
SF
271
Seek First
California
$1.33M
ES
272
Eagle Strategies
New York
$1.32M
LAM
273
Lummis Asset Management
Texas
$1.3M
CP
274
Cumberland Partners
Ontario, Canada
$1.29M
GWWM
275
Great Waters Wealth Management
Minnesota
$1.28M