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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Accurate Wealth Management
Florida
$592K
Financial Engines Advisors
352
Financial Engines Advisors
California
$587K
B
353
Birchbrook
Maine
$586K
FFG
354
First Financial Group
North Carolina
$584K
ACA
355
Aptus Capital Advisors
Alabama
$582K
NHT
356
New Hampshire Trust
New Hampshire
$576K
TWM
357
Tradition Wealth Management
Minnesota
$575K
PFG
358
PAX Financial Group
Texas
$575K
MSFS
359
Main Street Financial Solutions
Pennsylvania
$571K
Brown Advisory
360
Brown Advisory
Maryland
$569K
FCA
361
Fortis Capital Advisors
Kansas
$567K
AWM
362
AE Wealth Management
Kansas
$565K
BWM
363
BCS Wealth Management
Tennessee
$565K
AFS
364
Access Financial Services
Minnesota
$557K
NFW
365
Noble Family Wealth
Florida
$553K
LOPW
366
Live Oak Private Wealth
North Carolina
$549K
TRCT
367
Tower Research Capital (TRC)
New York
$542K
SWM
368
SeaCrest Wealth Management
New York
$539K
GTAM
369
Global Trust Asset Management
Florida
$538K
SA
370
Stewardship Advisors
Pennsylvania
$533K
ACA
371
American Capital Advisory
Idaho
$531K
GWANC
372
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K
CWP
373
Core Wealth Partners
California
$528K
IG
374
Ithaka Group
Virginia
$527K
LEFP
375
Leading Edge Financial Planning
Tennessee
$526K