SCHO icon

Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Congress Wealth Management
Massachusetts
$930K
EF
302
Elite Financial
Idaho
$925K
EWM
303
Elmwood Wealth Management
California
$925K
Jones Financial Companies
304
Jones Financial Companies
Missouri
$916K
BSTWA
305
Blake Schutter Theil Wealth Advisors
Ohio
$895K
TF
306
Trek Financial
Arizona
$892K
TCM
307
TT Capital Management
California
$884K
FIC
308
Family Investment Center
Missouri
$878K
AWS
309
Arkfeld Wealth Strategies
Nebraska
$859K
SPF
310
South Plains Financial
Texas
$857K
BWP
311
Balboa Wealth Partners
Arizona
$851K
CIC
312
Chilton Investment Company
Connecticut
$832K
WFA
313
Websterrogers Financial Advisors
South Carolina
$832K
PS
314
Planned Solutions
California
$829K
EWA
315
EverSource Wealth Advisors
Alabama
$824K
TWP
316
Tempus Wealth Planning
California
$822K
VFPW
317
Vantage Financial Partners (Wisconsin)
Wisconsin
$809K
PP
318
PrairieView Partners
Minnesota
$808K
CA
319
Cambridge Advisors
Nebraska
$799K
KCIC
320
Kuhn & Co Investment Counsel
Illinois
$795K
CBA
321
Coastal Bridge Advisors
Connecticut
$775K
PAI
322
Pittenger & Anderson Inc
Nebraska
$771K
SB
323
Strategic Blueprint
Georgia
$758K
DWM
324
Dopkins Wealth Management
New York
$756K
EE
325
EWG Elevate
California
$723K