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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 %
LOPW
376
Live Oak Private Wealth
North Carolina
$550K +$268 +11 +0%
CM
377
Columbus Macro
Pennsylvania
$546K +$546K +22,407 New
NFW
378
Noble Family Wealth
Florida
$542K -$12.2K -500 -2%
DWM
379
Dopkins Wealth Management
New York
$540K -$217K -8,920 -29%
CFS
380
Coordinated Financial Services
Colorado
$537K +$66.1K +2,713 +14%
BF
381
Brucke Financial
Indiana
$535K +$35.4K +1,453 +7%
CWP
382
Core Wealth Partners
California
$532K +$2.83K +116 +0.5%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$531K -$2.89M -118,604 -84%
ACA
384
American Capital Advisory
Idaho
$528K -$3.88K -159 -0.7%
LEFP
385
Leading Edge Financial Planning
Tennessee
$526K -$1.22K -50 -0.2%
AG
386
Ascent Group
Virginia
$526K +$526K +21,559 New
BBHC
387
Brown Brothers Harriman & Co
New York
$523K +$504K +20,692 +2,708%
GWANC
388
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K -$8.87K -364 -2%
SWM
389
SeaCrest Wealth Management
New York
$520K -$19.3K -790 -4%
BWM
390
Blossom Wealth Management
California
$520K +$20.8K +853 +4%
AAP
391
Arax Advisory Partners
Colorado
$520K +$499K +20,469 +2,417%
RW
392
REDW Wealth
New Mexico
$512K +$463 +19 +0.1%
MCM
393
Mainstream Capital Management
California
$506K +$506K +20,740 New
RCS
394
Retirement Capital Strategies
California
$505K
TFG
395
Team Financial Group
California
$500K +$59.7K +2,447 +14%
BJL
396
Brighton Jones LLC
Washington
$498K +$31.1K +1,277 +7%
WS
397
Wedbush Securities
California
$480K -$9.34K -383 -2%
JCM
398
Jacobi Capital Management
Pennsylvania
$479K +$4.97K +204 +1%
CA
399
Clearstead Advisors
Ohio
$472K -$33.6K -1,377 -7%
KPP
400
Kings Path Partners
Texas
$467K +$8.58K +352 +2%