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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
BCA
276
Bay Colony Advisors
Massachusetts
$1.26M
UAG
277
United Advisor Group
Ohio
$1.26M
BFA
278
Beacon Financial Advisory
Ohio
$1.25M
AFP
279
Ausdal Financial Partners
Iowa
$1.25M
DA
280
Dover Advisors
Virginia
$1.24M
TVAMP
281
Tennessee Valley Asset Management Partners
Tennessee
$1.24M
KF
282
K2 Financial
California
$1.23M
SFA
283
Sequoia Financial Advisors
Ohio
$1.22M
VC
284
Veery Capital
Delaware
$1.22M
FIB
285
First Interstate Bank
Montana
$1.2M
FVWA
286
Foster Victor Wealth Advisors
South Carolina
$1.18M
VA
287
Vident Advisory
Georgia
$1.18M
AC
288
Avestar Capital
New York
$1.17M
LK
289
Lumbard & Kellner
New Hampshire
$1.14M
EFG
290
Ethos Financial Group
Pennsylvania
$1.12M
AW
291
Alteri Wealth
California
$1.12M
AWMG
292
Alliance Wealth Management Group
New Jersey
$1.11M
TCM
293
Towercrest Capital Management
Pennsylvania
$1.11M
VCM
294
Versant Capital Management
Arizona
$1.11M
PWM
295
Pines Wealth Management
North Carolina
$1.09M
GFP
296
Guardian Financial Partners
California
$1.07M
FAM
297
Frontier Asset Management
Wyoming
$1.06M
EAM
298
Evanson Asset Management
California
$1.06M
CCM
299
Coldstream Capital Management
Washington
$1.05M
CIA
300
Concurrent Investment Advisors
Florida
$1.05M