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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
RW
376
REDW Wealth
New Mexico
$511K
BFA
377
Bragg Financial Advisors
North Carolina
$507K
CA
378
Clearstead Advisors
Ohio
$504K
RCS
379
Retirement Capital Strategies
California
$504K
BF
380
Brucke Financial
Indiana
$501K
BWM
381
Blossom Wealth Management
California
$499K
PFGIA
382
Patriot Financial Group Insurance Agency
Massachusetts
$498K
OPS
383
Orion Portfolio Solutions
Nebraska
$498K
BCI
384
Brinker Capital Investments
Pennsylvania
$498K
SIM
385
Studio Investment Management
Illinois
$497K
TSS
386
Two Sigma Securities
New York
$495K
WS
387
Wedbush Securities
California
$489K
BFM
388
Boothbay Fund Management
New York
$487K
JCM
389
Jacobi Capital Management
Pennsylvania
$474K
SG
390
Somerset Group
Minnesota
$472K
CFS
391
Coordinated Financial Services
Colorado
$470K
BJL
392
Brighton Jones LLC
Washington
$466K
BBNA
393
Bremer Bank National Association
Minnesota
$464K
SWM
394
Selective Wealth Management
Virginia
$461K
RWM
395
Revisor Wealth Management
Ohio
$460K
CIA
396
Concurrent Investment Advisors
Florida
$458K
KPP
397
Kings Path Partners
Texas
$458K
AFA
398
Avant Financial Advisors
Texas
$456K
Comerica Bank
399
Comerica Bank
Texas
$448K
WI
400
WBI Investments
New Jersey
$447K