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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 %
CWM
301
Congress Wealth Management
Massachusetts
$930K -$89.4K -3,673 -9%
EF
302
Elite Financial
Idaho
$925K +$925K +38,025 New
EWM
303
Elmwood Wealth Management
California
$925K -$244K -10,038 -21%
Jones Financial Companies
304
Jones Financial Companies
Missouri
$916K +$169K +6,956 +23%
BSTWA
305
Blake Schutter Theil Wealth Advisors
Ohio
$895K -$17.6K -722 -2%
TF
306
Trek Financial
Arizona
$892K +$446K +18,313 +100%
TCM
307
TT Capital Management
California
$884K -$34.1K -1,400 -4%
FIC
308
Family Investment Center
Missouri
$878K +$24.1K +990 +3%
AWS
309
Arkfeld Wealth Strategies
Nebraska
$859K -$1.04K -43 -0.1%
SPF
310
South Plains Financial
Texas
$857K – – –
BWP
311
Balboa Wealth Partners
Arizona
$851K +$851K +34,976 New
CIC
312
Chilton Investment Company
Connecticut
$832K -$26.8K -1,100 -3%
WFA
313
Websterrogers Financial Advisors
South Carolina
$832K +$5.84K +240 +0.7%
PS
314
Planned Solutions
California
$829K +$9.61K +395 +1%
EWA
315
EverSource Wealth Advisors
Alabama
$824K -$431K -17,700 -34%
TWP
316
Tempus Wealth Planning
California
$822K +$31.1K +1,279 +4%
VFPW
317
Vantage Financial Partners (Wisconsin)
Wisconsin
$809K -$570K -23,426 -41%
PP
318
PrairieView Partners
Minnesota
$808K -$246K -10,106 -23%
CA
319
Cambridge Advisors
Nebraska
$799K – – –
KCIC
320
Kuhn & Co Investment Counsel
Illinois
$795K -$44.4K -1,825 -5%
CBA
321
Coastal Bridge Advisors
Connecticut
$775K +$775K +31,835 New
PAI
322
Pittenger & Anderson Inc
Nebraska
$771K +$267K +10,953 +53%
SB
323
Strategic Blueprint
Georgia
$758K -$1.08M -44,248 -59%
DWM
324
Dopkins Wealth Management
New York
$756K -$15K -616 -2%
EE
325
EWG Elevate
California
$723K +$23.4K +962 +3%
11 12
13
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