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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
VI
376
VanderPol Investments
Michigan
$590K
AAS
377
Avantax Advisory Services
Texas
$588K
SIG
378
Spinnaker Investment Group
California
$585K
ACA
379
Aptus Capital Advisors
Alabama
$585K
MSFS
380
Main Street Financial Solutions
Pennsylvania
$577K
BSCCG
381
Blue Sky Capital Consultants Group
California
$576K
Financial Engines Advisors
382
Financial Engines Advisors
California
$575K
BCI
383
Brinker Capital Investments
Pennsylvania
$557K
AWM
384
Axxcess Wealth Management
California
$551K
LOPW
385
Live Oak Private Wealth
North Carolina
$550K
CM
386
Columbus Macro
Pennsylvania
$546K
NFW
387
Noble Family Wealth
Florida
$542K
DWM
388
Dopkins Wealth Management
New York
$540K
CFS
389
Coordinated Financial Services
Colorado
$537K
BF
390
Brucke Financial
Indiana
$535K
FAFN
391
First Affirmative Financial Network
Colorado
$532K
CWP
392
Core Wealth Partners
California
$532K
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$531K
ACA
394
American Capital Advisory
Idaho
$528K
LEFP
395
Leading Edge Financial Planning
Tennessee
$526K
AG
396
Ascent Group
Virginia
$526K
BBHC
397
Brown Brothers Harriman & Co
New York
$523K
GWANC
398
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K
SWM
399
SeaCrest Wealth Management
New York
$520K
BWM
400
Blossom Wealth Management
California
$520K