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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
AWS
276
Atria Wealth Solutions
New York
$1.27M
SAI
277
Savvy Advisors Inc
New York
$1.26M
BCA
278
Bay Colony Advisors
Massachusetts
$1.26M
UAG
279
United Advisor Group
Ohio
$1.26M
BFA
280
Beacon Financial Advisory
Ohio
$1.25M
AFP
281
Ausdal Financial Partners
Iowa
$1.25M
DA
282
Dover Advisors
Virginia
$1.24M
TVAMP
283
Tennessee Valley Asset Management Partners
Tennessee
$1.24M
KF
284
K2 Financial
California
$1.23M
SFA
285
Sequoia Financial Advisors
Ohio
$1.22M
VC
286
Veery Capital
Delaware
$1.22M
FIB
287
First Interstate Bank
Montana
$1.2M
CCFCSB
288
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M
FVWA
289
Foster Victor Wealth Advisors
South Carolina
$1.18M
VA
290
Vident Advisory
Georgia
$1.18M
AC
291
Avestar Capital
New York
$1.17M
LK
292
Lumbard & Kellner
New Hampshire
$1.14M
EFG
293
Ethos Financial Group
Pennsylvania
$1.12M
AW
294
Alteri Wealth
California
$1.12M
TCM
295
Towercrest Capital Management
Pennsylvania
$1.11M
AWMG
296
Alliance Wealth Management Group
New Jersey
$1.11M
VCM
297
Versant Capital Management
Arizona
$1.11M
PWM
298
Pines Wealth Management
North Carolina
$1.09M
GFP
299
Guardian Financial Partners
California
$1.07M
FAM
300
Frontier Asset Management
Wyoming
$1.06M