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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
8.56%
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 %
Comerica Bank
351
Comerica Bank
Texas
$689K +$241K +9,873 +54%
LJAC
352
L.J. Altfest & Co
New York
$688K +$27.6K +1,131 +4%
EH
353
Equitable Holdings
New York
$687K +$687K +28,186 New
FFG
354
First Financial Group
North Carolina
$676K +$91.2K +3,740 +16%
BP
355
BNP Paribas
France
$672K +$375K +15,389 +127%
UB
356
UMB Bank
Missouri
$659K -$146 -6 -0%
1IA
357
1620 Investment Advisors
Massachusetts
$645K +$626K +25,676 +3,210%
VWA
358
VSM Wealth Advisory
Maryland
$642K -$41.6K -1,705 -6%
AIM
359
Archer Investment Management
Texas
$641K -$2M -81,880 -76%
AWM
360
Aegis Wealth Management
Maryland
$623K
BWM
361
BCS Wealth Management
Tennessee
$623K +$56.9K +2,335 +10%
WB
362
WesBanco Bank
West Virginia
$622K -$14.1K -580 -2%
NHT
363
New Hampshire Trust
New Hampshire
$616K +$39.5K +1,620 +7%
WWM
364
Western Wealth Management
Colorado
$607K -$6.66K -273 -1%
NCM
365
Nelson Capital Management
California
$598K -$88K -3,608 -13%
SA
366
Stewardship Advisors
Pennsylvania
$592K +$57.3K +2,351 +11%
VI
367
VanderPol Investments
Michigan
$590K -$3.95K -162 -0.7%
AAS
368
Avantax Advisory Services
Texas
$588K +$180K +7,374 +44%
SIG
369
Spinnaker Investment Group
California
$585K -$416K -17,082 -42%
ACA
370
Aptus Capital Advisors
Alabama
$585K +$2.15K +88 +0.4%
MSFS
371
Main Street Financial Solutions
Pennsylvania
$577K +$5.66K +232 +1%
BSCCG
372
Blue Sky Capital Consultants Group
California
$576K +$576K +23,610 New
Financial Engines Advisors
373
Financial Engines Advisors
California
$575K -$13.3K -544 -2%
BCI
374
Brinker Capital Investments
Pennsylvania
$557K +$58.3K +2,392 +12%
AWM
375
Axxcess Wealth Management
California
$551K +$551K +22,608 New