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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Accurate Wealth Management
Florida
$592K +$592K +24,420 New
Financial Engines Advisors
352
Financial Engines Advisors
California
$587K +$584 +24 +0.1%
B
353
Birchbrook
Maine
$586K -$209K -8,591 -26%
FFG
354
First Financial Group
North Carolina
$584K +$54K +2,220 +10%
ACA
355
Aptus Capital Advisors
Alabama
$582K -$70.2K -2,883 -11%
NHT
356
New Hampshire Trust
New Hampshire
$576K +$23.5K +965 +4%
TWM
357
Tradition Wealth Management
Minnesota
$575K -$109K -4,494 -16%
PFG
358
PAX Financial Group
Texas
$575K -$150K -6,149 -21%
MSFS
359
Main Street Financial Solutions
Pennsylvania
$571K -$18.6K -764 -3%
Brown Advisory
360
Brown Advisory
Maryland
$569K -$8.35K -343 -1%
FCA
361
Fortis Capital Advisors
Kansas
$567K +$567K +23,313 New
AWM
362
AE Wealth Management
Kansas
$565K +$473K +19,428 +511%
BWM
363
BCS Wealth Management
Tennessee
$565K +$26.9K +1,106 +5%
AFS
364
Access Financial Services
Minnesota
$557K +$557K +22,895 New
NFW
365
Noble Family Wealth
Florida
$553K -$24.3K -1,000 -4%
LOPW
366
Live Oak Private Wealth
North Carolina
$549K -$17.8K -731 -3%
TRCT
367
Tower Research Capital (TRC)
New York
$542K +$539K +22,139 +15,061%
SWM
368
SeaCrest Wealth Management
New York
$539K -$157K -6,434 -23%
GTAM
369
Global Trust Asset Management
Florida
$538K +$538K +22,100 New
SA
370
Stewardship Advisors
Pennsylvania
$533K +$45.8K +1,882 +9%
ACA
371
American Capital Advisory
Idaho
$531K -$292K -12,010 -35%
GWANC
372
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K -$5.48K -225 -1%
CWP
373
Core Wealth Partners
California
$528K +$1.95K +80 +0.4%
IG
374
Ithaka Group
Virginia
$527K +$527K +21,645 New
LEFP
375
Leading Edge Financial Planning
Tennessee
$526K – – –
13 14
15
16 17