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Schwab Short-Term US Treasury ETF

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.55%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
DA
276
Dover Advisors
Virginia
$1.24M -$1.46M -59,735 -54%
TVAMP
277
Tennessee Valley Asset Management Partners
Tennessee
$1.24M -$42.3K -1,733 -3%
KF
278
K2 Financial
California
$1.23M -$35.4K -1,462 -3%
SFA
279
Sequoia Financial Advisors
Ohio
$1.22M -$194K -7,949 -14%
VC
280
Veery Capital
Delaware
$1.22M -$1K -41 -0.1%
FIB
281
First Interstate Bank
Montana
$1.2M
FVWA
282
Foster Victor Wealth Advisors
South Carolina
$1.18M -$89.1K -3,673 -7%
VA
283
Vident Advisory
Georgia
$1.18M -$683 -28 -0.1%
AC
284
Avestar Capital
New York
$1.17M
LK
285
Lumbard & Kellner
New Hampshire
$1.14M -$164K -6,716 -13%
EFG
286
Ethos Financial Group
Pennsylvania
$1.12M +$892K +36,592 +394%
AW
287
Alteri Wealth
California
$1.12M +$91.9K +3,770 +9%
AWMG
288
Alliance Wealth Management Group
New Jersey
$1.11M -$2.76K -113 -0.2%
TCM
289
Towercrest Capital Management
Pennsylvania
$1.11M -$2.76K -113 -0.2%
VCM
290
Versant Capital Management
Arizona
$1.11M +$135K +5,517 +14%
PWM
291
Pines Wealth Management
North Carolina
$1.09M +$69.3K +2,859 +7%
GFP
292
Guardian Financial Partners
California
$1.07M +$49.9K +2,045 +5%
FAM
293
Frontier Asset Management
Wyoming
$1.06M -$1.54M -63,033 -59%
EAM
294
Evanson Asset Management
California
$1.06M -$111K -4,533 -9%
CCM
295
Coldstream Capital Management
Washington
$1.05M -$647K -26,555 -38%
CIA
296
Concurrent Investment Advisors
Florida
$1.05M +$590K +24,210 +129%
DBRC
297
D.B. Root & Company
Pennsylvania
$1.05M -$588K -24,129 -36%
LA
298
Lindenwold Advisors
Pennsylvania
$1.03M -$89K -3,650 -8%
LF
299
LifePlan Financial
Minnesota
$1.03M +$13.3K +545 +1%
JWCA
300
J.W. Cole Advisors
Florida
$1.03M +$29.1K +1,192 +3%