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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
251
Prime Capital Investment Advisors
Kansas
$1.48M -$248K -10,173 -14%
BFG
252
Bleakley Financial Group
New Jersey
$1.43M +$393K +16,137 +38%
CFD
253
Creative Financial Designs
Indiana
$1.42M +$418K +17,128 +42%
AHC
254
Anderson Hoagland & Co
Missouri
$1.42M +$54.3K +2,226 +4%
FCH
255
Freestone Capital Holdings
Washington
$1.42M -$29.5K -1,209 -2%
TF
256
Trek Financial
Arizona
$1.4M +$503K +20,645 +56%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$1.39M +$155K +6,372 +13%
CWA
258
Clearview Wealth Advisors
Oregon
$1.38M +$9.78K +401 +0.7%
KF
259
Krilogy Financial
Missouri
$1.35M +$229K +9,396 +20%
SIP
260
Sellwood Investment Partners
Oregon
$1.35M -$63.3K -2,597 -4%
WANY
261
Wealthspire Advisors (New York)
New York
$1.35M -$24 -1 -0%
HCP
262
Hexagon Capital Partners
Arkansas
$1.35M -$8.92K -366 -0.7%
ATI
263
ARK & TLK Investments
Oklahoma
$1.34M -$55.4K -2,271 -4%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$1.33M +$415K +17,018 +45%
EWM
265
Evermay Wealth Management
Virginia
$1.33M -$79.8K -3,273 -6%
SF
266
Seek First
California
$1.33M +$59.7K +2,449 +5%
ES
267
Eagle Strategies
New York
$1.32M +$315K +12,939 +31%
LAM
268
Lummis Asset Management
Texas
$1.3M -$7.27K -298 -0.6%
CP
269
Cumberland Partners
Ontario, Canada
$1.29M +$132K +5,425 +11%
GWWM
270
Great Waters Wealth Management
Minnesota
$1.28M -$38.7K -1,586 -3%
AWS
271
Atria Wealth Solutions
New York
$1.27M -$674K -27,772 -35%
SAI
272
Savvy Advisors Inc
New York
$1.26M -$78.8K -3,234 -6%
BCA
273
Bay Colony Advisors
Massachusetts
$1.26M +$1.26M +51,676 New
UAG
274
United Advisor Group
Ohio
$1.26M +$1.26M +51,652 New
BFA
275
Beacon Financial Advisory
Ohio
$1.25M +$10.8K +445 +0.9%