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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
TCM
326
TT Capital Management
California
$876K
CC
327
Commons Capital
Massachusetts
$870K
SPF
328
South Plains Financial
Texas
$858K
EWA
329
EverSource Wealth Advisors
Alabama
$857K
GTAM
330
Global Trust Asset Management
Florida
$857K
WFA
331
Websterrogers Financial Advisors
South Carolina
$842K
FCA
332
Fortis Capital Advisors
Kansas
$838K
TWP
333
Tempus Wealth Planning
California
$838K
PWM
334
Perigon Wealth Management
California
$831K
HCWM
335
Hidden Cove Wealth Management
Washington
$818K
PCWA
336
Pacific Capital Wealth Advisors
California
$807K
CA
337
Cambridge Advisors
Nebraska
$799K
CBA
338
Coastal Bridge Advisors
Connecticut
$798K
PS
339
Planned Solutions
California
$798K
KCIC
340
Kuhn & Co Investment Counsel
Illinois
$796K
SPIA
341
Steward Partners Investment Advisory
New York
$793K
OIA
342
OneDigital Investment Advisors
Kansas
$783K
WA
343
Win Advisors
Florida
$783K
MS
344
Madden Securities
Texas
$777K
CIC
345
Chilton Investment Company
Connecticut
$765K
VFPW
346
Vantage Financial Partners (Wisconsin)
Wisconsin
$741K
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$740K
Citigroup
348
Citigroup
New York
$732K
TWM
349
Tradition Wealth Management
Minnesota
$727K
PP
350
PrairieView Partners
Minnesota
$713K