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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $7.45B → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
301
D.B. Root & Company
Pennsylvania
$1.05M
LA
302
Lindenwold Advisors
Pennsylvania
$1.03M
LF
303
LifePlan Financial
Minnesota
$1.03M
JWCA
304
J.W. Cole Advisors
Florida
$1.03M
CWM
305
Congress Wealth Management
Massachusetts
$1.02M
TCM
306
Twele Capital Management
Minnesota
$1.02M
KWM
307
Kingsview Wealth Management
Oregon
$1M
VCWM
308
Vista Cima Wealth Management
Arizona
$995K
MA
309
McBroom & Associates
Nevada
$990K
NRI
310
NFP Retirement Inc
California
$985K
PAI
311
Pittenger & Anderson Inc
Nebraska
$977K
Corient Private Wealth
312
Corient Private Wealth
Florida
$953K
SPL
313
Smart Portfolios LLC
Washington
$950K
SAM
314
Sherman Asset Management
California
$946K
BH
315
Burk Holdings
Oklahoma
$934K
EWM
316
Elmwood Wealth Management
California
$926K
BSTWA
317
Blake Schutter Theil Wealth Advisors
Ohio
$926K
AWM
318
Accurate Wealth Management
Florida
$915K
UCFA
319
United Capital Financial Advisors
Texas
$902K
AWAG
320
ARS Wealth Advisors Group
Florida
$902K
EWA
321
Exencial Wealth Advisors
Oklahoma
$894K
GWM
322
Geneos Wealth Management
Colorado
$892K
GWP
323
Gateway Wealth Partners
Wisconsin
$891K
FIC
324
Family Investment Center
Missouri
$885K
HIC
325
Hartline Investment Corp
Illinois
$879K