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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHFA
401
Mission Hills Financial Advisory
California
$467K +$467K +19,140 New
ONB
402
Old National Bancorp
Indiana
$464K +$464K +19,050 New
SWM
403
Selective Wealth Management
Virginia
$461K – – –
CFA
404
Cahill Financial Advisors
Minnesota
$460K +$55.4K +2,274 +14%
DE
405
Diversified Enterprises
Delaware
$459K -$144K -5,912 -24%
AFA
406
Avant Financial Advisors
Texas
$457K – – –
IWN
407
Independent Wealth Network
Iowa
$456K +$10.1K +416 +2%
SG
408
Somerset Group
Minnesota
$453K -$19.3K -793 -4%
BFA
409
Bragg Financial Advisors
North Carolina
$452K -$55.9K -2,291 -11%
SWA
410
Sightline Wealth Advisors
Connecticut
$450K +$32.3K +1,326 +8%
SIAG
411
Signet Investment Advisory Group
Rhode Island
$449K +$7.92K +325 +2%
B
412
Birchbrook
Maine
$444K -$143K -5,869 -24%
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$443K +$20.5K +839 +5%
LAIC
414
Lederer & Associates Investment Counsel
California
$434K +$731 +30 +0.2%
TA
415
TFB Advisors
Kansas
$429K +$16.3K +668 +4%
HA
416
HC Advisors
Georgia
$427K +$15.7K +645 +4%
SF
417
Synovus Financial
Georgia
$426K +$29.8K +1,222 +8%
DWM
418
David Wealth Management
Virginia
$425K +$223K +9,144 +111%
M
419
MYeCFO
California
$417K +$417K +17,122 New
PSCM
420
Per Stirling Capital Management
Texas
$415K – – –
JF
421
Joule Financial
Kentucky
$411K – – –
DPI
422
Diversified Portfolios Inc
Michigan
$407K -$968K -39,711 -70%
Envestnet Portfolio Solutions
423
Envestnet Portfolio Solutions
Illinois
$397K -$668K -27,406 -63%
WI
424
WBI Investments
New Jersey
$396K -$51.5K -2,111 -11%
Brown Advisory
425
Brown Advisory
Maryland
$394K -$176K -7,208 -31%
15 16
17
18 19