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Schwab Short-Term US Treasury ETF

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.55%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
301
Congress Wealth Management
Massachusetts
$1.02M +$93K +3,814 +10%
TCM
302
Twele Capital Management
Minnesota
$1.02M +$49.4K +2,025 +5%
KWM
303
Kingsview Wealth Management
Oregon
$1M -$16.6K -682 -2%
VCWM
304
Vista Cima Wealth Management
Arizona
$995K +$10.3K +422 +1%
MA
305
McBroom & Associates
Nevada
$990K
NRI
306
NFP Retirement Inc
California
$985K +$19.5K +801 +2%
PAI
307
Pittenger & Anderson Inc
Nebraska
$977K +$204K +8,380 +26%
SPL
308
Smart Portfolios LLC
Washington
$950K
SAM
309
Sherman Asset Management
California
$946K +$11.3K +464 +1%
BH
310
Burk Holdings
Oklahoma
$934K +$695K +28,509 +291%
EWM
311
Elmwood Wealth Management
California
$926K
BSTWA
312
Blake Schutter Theil Wealth Advisors
Ohio
$926K +$29.7K +1,220 +3%
AWM
313
Accurate Wealth Management
Florida
$915K +$322K +13,287 +54%
UCFA
314
United Capital Financial Advisors
Texas
$902K -$34.5K -1,415 -4%
AWAG
315
ARS Wealth Advisors Group
Florida
$902K +$677K +27,780 +302%
EWA
316
Exencial Wealth Advisors
Oklahoma
$894K +$243K +9,977 +37%
GWM
317
Geneos Wealth Management
Colorado
$892K -$2.18M -89,426 -71%
GWP
318
Gateway Wealth Partners
Wisconsin
$891K +$246K +10,087 +38%
FIC
319
Family Investment Center
Missouri
$885K +$5.92K +243 +0.7%
HIC
320
Hartline Investment Corp
Illinois
$879K +$879K +36,050 New
TCM
321
TT Capital Management
California
$876K -$8.95K -367 -1%
CC
322
Commons Capital
Massachusetts
$870K -$95.4K -3,912 -10%
SPF
323
South Plains Financial
Texas
$858K
EWA
324
EverSource Wealth Advisors
Alabama
$857K +$32.1K +1,315 +4%
GTAM
325
Global Trust Asset Management
Florida
$857K +$318K +13,050 +59%