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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
276
Ausdal Financial Partners
Iowa
$1.25M -$684K -28,043 -35%
DA
277
Dover Advisors
Virginia
$1.24M -$1.46M -59,735 -54%
TVAMP
278
Tennessee Valley Asset Management Partners
Tennessee
$1.24M -$42.3K -1,733 -3%
KF
279
K2 Financial
California
$1.23M -$35.4K -1,462 -3%
SFA
280
Sequoia Financial Advisors
Ohio
$1.22M -$194K -7,949 -14%
VC
281
Veery Capital
Delaware
$1.22M -$1K -41 -0.1%
FIB
282
First Interstate Bank
Montana
$1.2M
FVWA
283
Foster Victor Wealth Advisors
South Carolina
$1.18M -$89.1K -3,673 -7%
VA
284
Vident Advisory
Georgia
$1.18M -$683 -28 -0.1%
AC
285
Avestar Capital
New York
$1.17M
LK
286
Lumbard & Kellner
New Hampshire
$1.14M -$164K -6,716 -13%
EFG
287
Ethos Financial Group
Pennsylvania
$1.12M +$892K +36,592 +394%
AW
288
Alteri Wealth
California
$1.12M +$91.9K +3,770 +9%
AWMG
289
Alliance Wealth Management Group
New Jersey
$1.11M -$2.76K -113 -0.2%
TCM
290
Towercrest Capital Management
Pennsylvania
$1.11M -$2.76K -113 -0.2%
VCM
291
Versant Capital Management
Arizona
$1.11M +$135K +5,517 +14%
PWM
292
Pines Wealth Management
North Carolina
$1.09M +$69.3K +2,859 +7%
GFP
293
Guardian Financial Partners
California
$1.07M +$49.9K +2,045 +5%
FAM
294
Frontier Asset Management
Wyoming
$1.06M -$1.54M -63,033 -59%
EAM
295
Evanson Asset Management
California
$1.06M -$111K -4,533 -9%
CCM
296
Coldstream Capital Management
Washington
$1.05M -$647K -26,555 -38%
CIA
297
Concurrent Investment Advisors
Florida
$1.05M +$590K +24,210 +129%
DBRC
298
D.B. Root & Company
Pennsylvania
$1.05M -$588K -24,129 -36%
LA
299
Lindenwold Advisors
Pennsylvania
$1.03M -$89K -3,650 -8%
LF
300
LifePlan Financial
Minnesota
$1.03M +$13.3K +545 +1%