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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
GWP
326
Gateway Wealth Partners
Wisconsin
$891K
FIC
327
Family Investment Center
Missouri
$885K
HIC
328
Hartline Investment Corp
Illinois
$879K
TCM
329
TT Capital Management
California
$876K
CC
330
Commons Capital
Massachusetts
$870K
SPF
331
South Plains Financial
Texas
$858K
EWA
332
EverSource Wealth Advisors
Alabama
$857K
GTAM
333
Global Trust Asset Management
Florida
$857K
WFA
334
Websterrogers Financial Advisors
South Carolina
$842K
FCA
335
Fortis Capital Advisors
Kansas
$838K
TWP
336
Tempus Wealth Planning
California
$838K
PWM
337
Perigon Wealth Management
California
$831K
HCWM
338
Hidden Cove Wealth Management
Washington
$818K
PCWA
339
Pacific Capital Wealth Advisors
California
$807K
CA
340
Cambridge Advisors
Nebraska
$799K
CBA
341
Coastal Bridge Advisors
Connecticut
$798K
PS
342
Planned Solutions
California
$798K
KCIC
343
Kuhn & Co Investment Counsel
Illinois
$796K
SPIA
344
Steward Partners Investment Advisory
New York
$793K
OIA
345
OneDigital Investment Advisors
Kansas
$783K
WA
346
Win Advisors
Florida
$783K
MS
347
Madden Securities
Texas
$777K
CIC
348
Chilton Investment Company
Connecticut
$765K
VFPW
349
Vantage Financial Partners (Wisconsin)
Wisconsin
$741K
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$740K