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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
EAM
301
Evanson Asset Management
California
$1.06M
CCM
302
Coldstream Capital Management
Washington
$1.05M
CIA
303
Concurrent Investment Advisors
Florida
$1.05M
DBRC
304
D.B. Root & Company
Pennsylvania
$1.05M
LA
305
Lindenwold Advisors
Pennsylvania
$1.03M
LF
306
LifePlan Financial
Minnesota
$1.03M
JWCA
307
J.W. Cole Advisors
Florida
$1.03M
CWM
308
Congress Wealth Management
Massachusetts
$1.02M
TCM
309
Twele Capital Management
Minnesota
$1.02M
KWM
310
Kingsview Wealth Management
Oregon
$1M
VCWM
311
Vista Cima Wealth Management
Arizona
$995K
MA
312
McBroom & Associates
Nevada
$990K
NRI
313
NFP Retirement Inc
California
$985K
PAI
314
Pittenger & Anderson Inc
Nebraska
$977K
Corient Private Wealth
315
Corient Private Wealth
Florida
$953K
SPL
316
Smart Portfolios LLC
Washington
$950K
SAM
317
Sherman Asset Management
California
$946K
BH
318
Burk Holdings
Oklahoma
$934K
EWM
319
Elmwood Wealth Management
California
$926K
BSTWA
320
Blake Schutter Theil Wealth Advisors
Ohio
$926K
AWM
321
Accurate Wealth Management
Florida
$915K
UCFA
322
United Capital Financial Advisors
Texas
$902K
AWAG
323
ARS Wealth Advisors Group
Florida
$902K
EWA
324
Exencial Wealth Advisors
Oklahoma
$894K
GWM
325
Geneos Wealth Management
Colorado
$892K