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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
401
Independent Wealth Network
Iowa
$445K -$4.48K -184 -1%
VBFP
402
Valtinson Bruner Financial Planning
Minnesota
$444K -$31.7K -1,303 -7%
SIAG
403
Signet Investment Advisory Group
Rhode Island
$440K +$3.41K +140 +0.8%
TFG
404
Team Financial Group
California
$440K -$2.68K -110 -0.6%
NCM
405
Northwest Capital Management
Oregon
$439K – – –
MWM
406
Maridea Wealth Management
New York
$434K +$177K +7,252 +69%
LAIC
407
Lederer & Associates Investment Counsel
California
$433K +$487 +20 +0.1%
Janney Montgomery Scott
408
Janney Montgomery Scott
Pennsylvania
$422K +$24.7K +1,013 +6%
OIA
409
OneDigital Investment Advisors
Kansas
$417K -$181K -7,451 -30%
SWA
410
Sightline Wealth Advisors
Connecticut
$417K +$119K +4,879 +40%
PSCM
411
Per Stirling Capital Management
Texas
$414K -$1.66K -68 -0.4%
FF
412
Friedenthal Financial
New Jersey
$414K -$97.2K -3,992 -19%
RWA
413
Roberts Wealth Advisors
California
$413K -$13.7K -564 -3%
TA
414
TFB Advisors
Kansas
$412K -$15.7K -643 -4%
HA
415
HC Advisors
Georgia
$411K +$30.9K +1,270 +8%
JF
416
Joule Financial
Kentucky
$410K +$77.1K +3,167 +23%
AAS
417
Avantax Advisory Services
Texas
$408K -$26K -1,067 -6%
CFA
418
Cahill Financial Advisors
Minnesota
$404K -$74.9K -3,076 -16%
Citigroup
419
Citigroup
New York
$400K -$24.1K -992 -6%
WAM
420
Worth Asset Management
Texas
$397K +$26.1K +1,072 +7%
SF
421
Synovus Financial
Georgia
$395K -$30.6K -1,258 -7%
BCWM
422
Bartlett & Co Wealth Management
Ohio
$389K +$18.6K +765 +5%
Pathstone Holdings
423
Pathstone Holdings
New Jersey
$389K +$389K +20,202 New
CP
424
Capital Planning
Washington
$387K +$125K +5,118 +47%
BAAM
425
Baker Avenue Asset Management
California
$383K – – –
15 16
17
18 19