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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 %
GTAM
326
Global Trust Asset Management
Florida
$857K +$318K +13,050 +59%
WFA
327
Websterrogers Financial Advisors
South Carolina
$842K +$8.61K +353 +1%
FCA
328
Fortis Capital Advisors
Kansas
$838K +$270K +11,078 +48%
TWP
329
Tempus Wealth Planning
California
$838K +$14K +576 +2%
PWM
330
Perigon Wealth Management
California
$831K +$126K +5,186 +18%
HCWM
331
Hidden Cove Wealth Management
Washington
$818K +$818K +33,562 New
PCWA
332
Pacific Capital Wealth Advisors
California
$807K +$131K +5,398 +19%
CA
333
Cambridge Advisors
Nebraska
$799K -$2.02K -83 -0.3%
CBA
334
Coastal Bridge Advisors
Connecticut
$798K +$22.2K +910 +3%
PS
335
Planned Solutions
California
$798K -$32.1K -1,317 -4%
KCIC
336
Kuhn & Co Investment Counsel
Illinois
$796K +$24 +1 +0%
SPIA
337
Steward Partners Investment Advisory
New York
$793K +$589K +24,158 +289%
OIA
338
OneDigital Investment Advisors
Kansas
$783K +$365K +14,985 +87%
WA
339
Win Advisors
Florida
$783K -$603K -24,722 -43%
MS
340
Madden Securities
Texas
$777K +$67.9K +2,785 +10%
CIC
341
Chilton Investment Company
Connecticut
$765K -$69.2K -2,840 -8%
VFPW
342
Vantage Financial Partners (Wisconsin)
Wisconsin
$741K -$69.3K -2,843 -9%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$740K -$1.04M -42,654 -58%
Citigroup
344
Citigroup
New York
$732K +$331K +13,563 +82%
TWM
345
Tradition Wealth Management
Minnesota
$727K +$151K +6,191 +26%
PP
346
PrairieView Partners
Minnesota
$713K -$96.1K -3,944 -12%
EE
347
EWG Elevate
California
$710K -$14.8K -607 -2%
RI
348
Ridgewood Investments
New Jersey
$708K -$6.83K -280 -1%
WFS
349
Weitzel Financial Services
Iowa
$706K -$4.18K -172 -0.6%
TCM
350
Traub Capital Management
Massachusetts
$693K +$693K +28,437 New