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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
AI
251
Atria Investments
North Carolina
$1.58M
BRIA
252
Balanced Rock Investment Advisors
Massachusetts
$1.55M
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$1.53M
PCIA
254
Prime Capital Investment Advisors
Kansas
$1.48M
BFG
255
Bleakley Financial Group
New Jersey
$1.43M
CFD
256
Creative Financial Designs
Indiana
$1.42M
AHC
257
Anderson Hoagland & Co
Missouri
$1.42M
FCH
258
Freestone Capital Holdings
Washington
$1.42M
TF
259
Trek Financial
Arizona
$1.4M
HWAM
260
Hennion & Walsh Asset Management
New Jersey
$1.39M
CWA
261
Clearview Wealth Advisors
Oregon
$1.38M
KF
262
Krilogy Financial
Missouri
$1.35M
SIP
263
Sellwood Investment Partners
Oregon
$1.35M
WANY
264
Wealthspire Advisors (New York)
New York
$1.35M
HCP
265
Hexagon Capital Partners
Arkansas
$1.35M
ATI
266
ARK & TLK Investments
Oklahoma
$1.34M
Jones Financial Companies
267
Jones Financial Companies
Missouri
$1.33M
EWM
268
Evermay Wealth Management
Virginia
$1.33M
SF
269
Seek First
California
$1.33M
ES
270
Eagle Strategies
New York
$1.32M
LAM
271
Lummis Asset Management
Texas
$1.3M
CP
272
Cumberland Partners
Ontario, Canada
$1.29M
GWWM
273
Great Waters Wealth Management
Minnesota
$1.28M
AWS
274
Atria Wealth Solutions
New York
$1.27M
SAI
275
Savvy Advisors Inc
New York
$1.26M