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Schwab Short-Term US Treasury ETF

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.55%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
326
Websterrogers Financial Advisors
South Carolina
$842K +$8.61K +353 +1%
FCA
327
Fortis Capital Advisors
Kansas
$838K +$270K +11,078 +48%
TWP
328
Tempus Wealth Planning
California
$838K +$14K +576 +2%
PWM
329
Perigon Wealth Management
California
$831K +$126K +5,186 +18%
HCWM
330
Hidden Cove Wealth Management
Washington
$818K +$818K +33,562 New
PCWA
331
Pacific Capital Wealth Advisors
California
$807K +$131K +5,398 +19%
CA
332
Cambridge Advisors
Nebraska
$799K -$2.02K -83 -0.3%
CBA
333
Coastal Bridge Advisors
Connecticut
$798K +$22.2K +910 +3%
PS
334
Planned Solutions
California
$798K -$32.1K -1,317 -4%
KCIC
335
Kuhn & Co Investment Counsel
Illinois
$796K +$24 +1 +0%
SPIA
336
Steward Partners Investment Advisory
New York
$793K +$589K +24,158 +289%
OIA
337
OneDigital Investment Advisors
Kansas
$783K +$365K +14,985 +87%
WA
338
Win Advisors
Florida
$783K -$603K -24,722 -43%
MS
339
Madden Securities
Texas
$777K +$67.9K +2,785 +10%
CIC
340
Chilton Investment Company
Connecticut
$765K -$69.2K -2,840 -8%
VFPW
341
Vantage Financial Partners (Wisconsin)
Wisconsin
$741K -$69.3K -2,843 -9%
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$740K -$1.04M -42,654 -58%
Citigroup
343
Citigroup
New York
$732K +$331K +13,563 +82%
TWM
344
Tradition Wealth Management
Minnesota
$727K +$151K +6,191 +26%
PP
345
PrairieView Partners
Minnesota
$713K -$96.1K -3,944 -12%
EE
346
EWG Elevate
California
$710K -$14.8K -607 -2%
RI
347
Ridgewood Investments
New Jersey
$708K -$6.83K -280 -1%
WFS
348
Weitzel Financial Services
Iowa
$706K -$4.18K -172 -0.6%
TCM
349
Traub Capital Management
Massachusetts
$693K +$693K +28,437 New
HF
350
HRT Financial
New York
$691K -$648K -26,616 -48%