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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
326
GTS Securities
New York
$719K +$719K +29,550 New
RI
327
Ridgewood Investments
New Jersey
$714K -$49.9K -2,050 -7%
WFS
328
Weitzel Financial Services
Iowa
$712K -$44K -1,808 -6%
MS
329
Madden Securities
Texas
$708K +$161K +6,623 +29%
PWM
330
Perigon Wealth Management
California
$704K -$6.4K -263 -0.9%
SL
331
SWMG LLC
Texas
$700K +$700K +28,712 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$692K -$171K -7,003 -20%
TCWM
333
Total Clarity Wealth Management
Illinois
$687K – – –
NCM
334
Nelson Capital Management
California
$684K -$30.2K -1,240 -4%
VWA
335
VSM Wealth Advisory
Maryland
$683K -$80.8K -3,321 -11%
PCWA
336
Pacific Capital Wealth Advisors
California
$678K +$63.4K +2,605 +10%
SEIA
337
Signature Estate & Investment Advisors
California
$672K -$851K -34,958 -56%
IA
338
IFP Advisors
Florida
$667K +$250K +10,287 +60%
LJAC
339
L.J. Altfest & Co
New York
$659K +$256K +10,509 +63%
UB
340
UMB Bank
Missouri
$658K +$2.65K +109 +0.4%
EWA
341
Exencial Wealth Advisors
Oklahoma
$649K -$178K -7,327 -22%
GWP
342
Gateway Wealth Partners
Wisconsin
$644K +$62.9K +2,584 +11%
WB
343
WesBanco Bank
West Virginia
$635K +$1.1K +45 +0.2%
AWM
344
Aegis Wealth Management
Maryland
$623K – – –
SPIO
345
Seven Post Investment Office
California
$614K +$2.29K +94 +0.4%
WWM
346
Western Wealth Management
Colorado
$613K -$2.92K -120 -0.5%
SIA
347
Soltis Investment Advisors
Utah
$610K -$223K -9,178 -27%
TAM
348
Titleist Asset Management
Texas
$604K -$12.2K -500 -2%
DE
349
Diversified Enterprises
Delaware
$602K +$399K +16,409 +197%
VI
350
VanderPol Investments
Michigan
$592K +$12.1K +499 +2%
12 13
14
15 16