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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 %
JWCA
301
J.W. Cole Advisors
Florida
$1.03M +$29.1K +1,192 +3%
CWM
302
Congress Wealth Management
Massachusetts
$1.02M +$93K +3,814 +10%
TCM
303
Twele Capital Management
Minnesota
$1.02M +$49.4K +2,025 +5%
KWM
304
Kingsview Wealth Management
Oregon
$1M -$16.6K -682 -2%
VCWM
305
Vista Cima Wealth Management
Arizona
$995K +$10.3K +422 +1%
MA
306
McBroom & Associates
Nevada
$990K
NRI
307
NFP Retirement Inc
California
$985K +$19.5K +801 +2%
PAI
308
Pittenger & Anderson Inc
Nebraska
$977K +$204K +8,380 +26%
SPL
309
Smart Portfolios LLC
Washington
$950K
SAM
310
Sherman Asset Management
California
$946K +$11.3K +464 +1%
BH
311
Burk Holdings
Oklahoma
$934K +$695K +28,509 +291%
EWM
312
Elmwood Wealth Management
California
$926K
BSTWA
313
Blake Schutter Theil Wealth Advisors
Ohio
$926K +$29.7K +1,220 +3%
AWM
314
Accurate Wealth Management
Florida
$915K +$322K +13,287 +54%
UCFA
315
United Capital Financial Advisors
Texas
$902K -$34.5K -1,415 -4%
AWAG
316
ARS Wealth Advisors Group
Florida
$902K +$677K +27,780 +302%
EWA
317
Exencial Wealth Advisors
Oklahoma
$894K +$243K +9,977 +37%
GWM
318
Geneos Wealth Management
Colorado
$892K -$2.18M -89,426 -71%
GWP
319
Gateway Wealth Partners
Wisconsin
$891K +$246K +10,087 +38%
FIC
320
Family Investment Center
Missouri
$885K +$5.92K +243 +0.7%
HIC
321
Hartline Investment Corp
Illinois
$879K +$879K +36,050 New
TCM
322
TT Capital Management
California
$876K -$8.95K -367 -1%
CC
323
Commons Capital
Massachusetts
$870K -$95.4K -3,912 -10%
SPF
324
South Plains Financial
Texas
$858K
EWA
325
EverSource Wealth Advisors
Alabama
$857K +$32.1K +1,315 +4%