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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
401
Independent Wealth Network
Iowa
$445K
VBFP
402
Valtinson Bruner Financial Planning
Minnesota
$444K
SIAG
403
Signet Investment Advisory Group
Rhode Island
$440K
TFG
404
Team Financial Group
California
$440K
NCM
405
Northwest Capital Management
Oregon
$439K
MWM
406
Maridea Wealth Management
New York
$434K
LAIC
407
Lederer & Associates Investment Counsel
California
$433K
Janney Montgomery Scott
408
Janney Montgomery Scott
Pennsylvania
$422K
OIA
409
OneDigital Investment Advisors
Kansas
$417K
SWA
410
Sightline Wealth Advisors
Connecticut
$417K
PSCM
411
Per Stirling Capital Management
Texas
$414K
FF
412
Friedenthal Financial
New Jersey
$414K
RWA
413
Roberts Wealth Advisors
California
$413K
TA
414
TFB Advisors
Kansas
$412K
HA
415
HC Advisors
Georgia
$411K
JF
416
Joule Financial
Kentucky
$410K
AAS
417
Avantax Advisory Services
Texas
$408K
CFA
418
Cahill Financial Advisors
Minnesota
$404K
Citigroup
419
Citigroup
New York
$400K
WAM
420
Worth Asset Management
Texas
$397K
SF
421
Synovus Financial
Georgia
$395K
BCWM
422
Bartlett & Co Wealth Management
Ohio
$389K
Pathstone Holdings
423
Pathstone Holdings
New Jersey
$389K
CP
424
Capital Planning
Washington
$387K
BAAM
425
Baker Avenue Asset Management
California
$383K