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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 %
RW
376
REDW Wealth
New Mexico
$511K -$7.67K -315 -1%
BFA
377
Bragg Financial Advisors
North Carolina
$507K – – –
CA
378
Clearstead Advisors
Ohio
$504K -$151K -6,187 -23%
RCS
379
Retirement Capital Strategies
California
$504K – – –
BF
380
Brucke Financial
Indiana
$501K -$6.58K -269 -1%
BWM
381
Blossom Wealth Management
California
$499K +$68.2K +2,802 +16%
PFGIA
382
Patriot Financial Group Insurance Agency
Massachusetts
$498K -$11.4K -468 -2%
BCI
383
Brinker Capital Investments
Pennsylvania
$498K -$45.6K -1,874 -8%
OPS
384
Orion Portfolio Solutions
Nebraska
$498K -$45.6K -1,874 -8%
SIM
385
Studio Investment Management
Illinois
$497K -$142K -5,850 -22%
TSS
386
Two Sigma Securities
New York
$495K -$583K -23,954 -54%
WS
387
Wedbush Securities
California
$489K +$33.9K +1,392 +7%
BFM
388
Boothbay Fund Management
New York
$487K -$258K -10,600 -35%
JCM
389
Jacobi Capital Management
Pennsylvania
$474K -$10.3K -422 -2%
SG
390
Somerset Group
Minnesota
$472K -$4.38K -180 -0.9%
CFS
391
Coordinated Financial Services
Colorado
$470K +$101K +4,130 +27%
BJL
392
Brighton Jones LLC
Washington
$466K +$16.8K +692 +4%
BBNA
393
Bremer Bank National Association
Minnesota
$464K – – –
SWM
394
Selective Wealth Management
Virginia
$461K +$461K +19,000 New
RWM
395
Revisor Wealth Management
Ohio
$460K +$63K +2,588 +16%
CIA
396
Concurrent Investment Advisors
Florida
$458K -$64.3K -2,642 -12%
KPP
397
Kings Path Partners
Texas
$458K +$194K +7,980 +74%
AFA
398
Avant Financial Advisors
Texas
$456K – – –
Comerica Bank
399
Comerica Bank
Texas
$448K +$17.6K +722 +4%
WI
400
WBI Investments
New Jersey
$447K +$447K +18,374 New
14 15
16
17 18