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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $7.45B → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
376
Aptus Capital Advisors
Alabama
$585K
MSFS
377
Main Street Financial Solutions
Pennsylvania
$577K
BSCCG
378
Blue Sky Capital Consultants Group
California
$576K
Financial Engines Advisors
379
Financial Engines Advisors
California
$575K
BCI
380
Brinker Capital Investments
Pennsylvania
$557K
AWM
381
Axxcess Wealth Management
California
$551K
LOPW
382
Live Oak Private Wealth
North Carolina
$550K
CM
383
Columbus Macro
Pennsylvania
$546K
NFW
384
Noble Family Wealth
Florida
$542K
DWM
385
Dopkins Wealth Management
New York
$540K
CFS
386
Coordinated Financial Services
Colorado
$537K
BF
387
Brucke Financial
Indiana
$535K
CWP
388
Core Wealth Partners
California
$532K
Thrivent Financial for Lutherans
389
Thrivent Financial for Lutherans
Minnesota
$531K
ACA
390
American Capital Advisory
Idaho
$528K
LEFP
391
Leading Edge Financial Planning
Tennessee
$526K
AG
392
Ascent Group
Virginia
$526K
BBHC
393
Brown Brothers Harriman & Co
New York
$523K
GWANC
394
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K
SWM
395
SeaCrest Wealth Management
New York
$520K
BWM
396
Blossom Wealth Management
California
$520K
AAP
397
Arax Advisory Partners
Colorado
$520K
RW
398
REDW Wealth
New Mexico
$512K
MCM
399
Mainstream Capital Management
California
$506K
RCS
400
Retirement Capital Strategies
California
$505K