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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
276
Corient Private Wealth
Florida
$1.07M -$631K -25,906 -37%
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$1.06M -$28.2K -1,157 -3%
BFG
278
Bleakley Financial Group
New Jersey
$1.03M -$152K -6,244 -13%
PWM
279
Pines Wealth Management
North Carolina
$1.03M -$285K -11,703 -22%
AW
280
Alteri Wealth
California
$1.02M +$275K +11,309 +37%
BFWM
281
Bright Futures Wealth Management
New York
$1.02M +$13.6K +559 +1%
KWM
282
Kingsview Wealth Management
Oregon
$1.02M +$60.7K +2,493 +6%
WG
283
Wealth Group
North Carolina
$1.02M +$228K +9,366 +29%
GFP
284
Guardian Financial Partners
California
$1.01M -$30.2K -1,239 -3%
LF
285
LifePlan Financial
Minnesota
$1.01M +$25.5K +1,048 +3%
ES
286
Eagle Strategies
New York
$1M +$162K +6,672 +19%
CFD
287
Creative Financial Designs
Indiana
$1M +$368K +15,119 +58%
SIG
288
Spinnaker Investment Group
California
$1M +$124K +5,103 +14%
JWCA
289
J.W. Cole Advisors
Florida
$996K +$195K +8,010 +24%
MA
290
McBroom & Associates
Nevada
$990K -$36.5K -1,498 -4%
OFS
291
OneAscent Financial Services
Alabama
$988K +$759K +31,174 +331%
VCWM
292
Vista Cima Wealth Management
Arizona
$983K +$80.8K +3,321 +9%
VCM
293
Versant Capital Management
Arizona
$974K +$562K +23,106 +137%
TCM
294
Twele Capital Management
Minnesota
$969K +$7.4K +304 +0.8%
CC
295
Commons Capital
Massachusetts
$964K +$964K +39,595 New
NRI
296
NFP Retirement Inc
California
$964K -$174K -7,150 -15%
SPL
297
Smart Portfolios LLC
Washington
$949K – – –
SWP
298
Stratos Wealth Partners
Ohio
$943K +$57.5K +2,363 +6%
UCFA
299
United Capital Financial Advisors
Texas
$935K +$109K +4,490 +13%
SAM
300
Sherman Asset Management
California
$934K +$89.8K +3,689 +11%
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