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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
Corient Private Wealth
276
Corient Private Wealth
Florida
$1.07M
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$1.06M
BFG
278
Bleakley Financial Group
New Jersey
$1.03M
PWM
279
Pines Wealth Management
North Carolina
$1.03M
AW
280
Alteri Wealth
California
$1.02M
BFWM
281
Bright Futures Wealth Management
New York
$1.02M
KWM
282
Kingsview Wealth Management
Oregon
$1.02M
WG
283
Wealth Group
North Carolina
$1.02M
GFP
284
Guardian Financial Partners
California
$1.01M
LF
285
LifePlan Financial
Minnesota
$1.01M
ES
286
Eagle Strategies
New York
$1M
CFD
287
Creative Financial Designs
Indiana
$1M
SIG
288
Spinnaker Investment Group
California
$1M
JWCA
289
J.W. Cole Advisors
Florida
$996K
MA
290
McBroom & Associates
Nevada
$990K
OFS
291
OneAscent Financial Services
Alabama
$988K
VCWM
292
Vista Cima Wealth Management
Arizona
$983K
VCM
293
Versant Capital Management
Arizona
$974K
TCM
294
Twele Capital Management
Minnesota
$969K
CC
295
Commons Capital
Massachusetts
$964K
NRI
296
NFP Retirement Inc
California
$964K
SPL
297
Smart Portfolios LLC
Washington
$949K
SWP
298
Stratos Wealth Partners
Ohio
$943K
UCFA
299
United Capital Financial Advisors
Texas
$935K
SAM
300
Sherman Asset Management
California
$934K