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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
HF
351
HRT Financial
New York
$691K -$648K -26,616 -48%
Comerica Bank
352
Comerica Bank
Texas
$689K +$241K +9,873 +54%
LJAC
353
L.J. Altfest & Co
New York
$688K +$27.6K +1,131 +4%
EH
354
Equitable Holdings
New York
$687K +$687K +28,186 New
FFG
355
First Financial Group
North Carolina
$676K +$91.2K +3,740 +16%
BP
356
BNP Paribas
France
$672K +$375K +15,389 +127%
UB
357
UMB Bank
Missouri
$659K -$146 -6 -0%
1IA
358
1620 Investment Advisors
Massachusetts
$645K +$626K +25,676 +3,210%
VWA
359
VSM Wealth Advisory
Maryland
$642K -$41.6K -1,705 -6%
AIM
360
Archer Investment Management
Texas
$641K -$2M -81,880 -76%
AWM
361
Aegis Wealth Management
Maryland
$623K
BWM
362
BCS Wealth Management
Tennessee
$623K +$56.9K +2,335 +10%
WB
363
WesBanco Bank
West Virginia
$622K -$14.1K -580 -2%
NHT
364
New Hampshire Trust
New Hampshire
$616K +$39.5K +1,620 +7%
WWM
365
Western Wealth Management
Colorado
$607K -$6.66K -273 -1%
NCM
366
Nelson Capital Management
California
$598K -$88K -3,608 -13%
SA
367
Stewardship Advisors
Pennsylvania
$592K +$57.3K +2,351 +11%
VI
368
VanderPol Investments
Michigan
$590K -$3.95K -162 -0.7%
AAS
369
Avantax Advisory Services
Texas
$588K +$180K +7,374 +44%
SIG
370
Spinnaker Investment Group
California
$585K -$416K -17,082 -42%
ACA
371
Aptus Capital Advisors
Alabama
$585K +$2.15K +88 +0.4%
MSFS
372
Main Street Financial Solutions
Pennsylvania
$577K +$5.66K +232 +1%
BSCCG
373
Blue Sky Capital Consultants Group
California
$576K +$576K +23,610 New
Financial Engines Advisors
374
Financial Engines Advisors
California
$575K -$13.3K -544 -2%
BCI
375
Brinker Capital Investments
Pennsylvania
$557K +$58.3K +2,392 +12%