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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
376
Axxcess Wealth Management
California
$551K +$551K +22,608 New
LOPW
377
Live Oak Private Wealth
North Carolina
$550K +$268 +11 +0%
CM
378
Columbus Macro
Pennsylvania
$546K +$546K +22,407 New
NFW
379
Noble Family Wealth
Florida
$542K -$12.2K -500 -2%
DWM
380
Dopkins Wealth Management
New York
$540K -$217K -8,920 -29%
CFS
381
Coordinated Financial Services
Colorado
$537K +$66.1K +2,713 +14%
BF
382
Brucke Financial
Indiana
$535K +$35.4K +1,453 +7%
CWP
383
Core Wealth Partners
California
$532K +$2.83K +116 +0.5%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$531K -$2.89M -118,604 -84%
ACA
385
American Capital Advisory
Idaho
$528K -$3.88K -159 -0.7%
LEFP
386
Leading Edge Financial Planning
Tennessee
$526K -$1.22K -50 -0.2%
AG
387
Ascent Group
Virginia
$526K +$526K +21,559 New
BBHC
388
Brown Brothers Harriman & Co
New York
$523K +$504K +20,692 +2,708%
GWANC
389
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K -$8.87K -364 -2%
SWM
390
SeaCrest Wealth Management
New York
$520K -$19.3K -790 -4%
BWM
391
Blossom Wealth Management
California
$520K +$20.8K +853 +4%
AAP
392
Arax Advisory Partners
Colorado
$520K +$499K +20,469 +2,417%
RW
393
REDW Wealth
New Mexico
$512K +$463 +19 +0.1%
MCM
394
Mainstream Capital Management
California
$506K +$506K +20,740 New
RCS
395
Retirement Capital Strategies
California
$505K
TFG
396
Team Financial Group
California
$500K +$59.7K +2,447 +14%
BJL
397
Brighton Jones LLC
Washington
$498K +$31.1K +1,277 +7%
WS
398
Wedbush Securities
California
$480K -$9.34K -383 -2%
JCM
399
Jacobi Capital Management
Pennsylvania
$479K +$4.97K +204 +1%
CA
400
Clearstead Advisors
Ohio
$472K -$33.6K -1,377 -7%