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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 %
KPP
401
Kings Path Partners
Texas
$467K +$8.58K +352 +2%
MHFA
402
Mission Hills Financial Advisory
California
$467K +$467K +19,140 New
ONB
403
Old National Bancorp
Indiana
$464K +$464K +19,050 New
SWM
404
Selective Wealth Management
Virginia
$461K
CFA
405
Cahill Financial Advisors
Minnesota
$460K +$55.4K +2,274 +14%
DE
406
Diversified Enterprises
Delaware
$459K -$144K -5,912 -24%
AFA
407
Avant Financial Advisors
Texas
$457K
IWN
408
Independent Wealth Network
Iowa
$456K +$10.1K +416 +2%
SG
409
Somerset Group
Minnesota
$453K -$19.3K -793 -4%
BFA
410
Bragg Financial Advisors
North Carolina
$452K -$55.9K -2,291 -11%
SWA
411
Sightline Wealth Advisors
Connecticut
$450K +$32.3K +1,326 +8%
SIAG
412
Signet Investment Advisory Group
Rhode Island
$449K +$7.92K +325 +2%
B
413
Birchbrook
Maine
$444K -$143K -5,869 -24%
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
$443K +$20.5K +839 +5%
LAIC
415
Lederer & Associates Investment Counsel
California
$434K +$731 +30 +0.2%
TA
416
TFB Advisors
Kansas
$429K +$16.3K +668 +4%
HA
417
HC Advisors
Georgia
$427K +$15.7K +645 +4%
SF
418
Synovus Financial
Georgia
$426K +$29.8K +1,222 +8%
DWM
419
David Wealth Management
Virginia
$425K +$223K +9,144 +111%
M
420
MYeCFO
California
$417K +$417K +17,122 New
PSCM
421
Per Stirling Capital Management
Texas
$415K
JF
422
Joule Financial
Kentucky
$411K
DPI
423
Diversified Portfolios Inc
Michigan
$407K -$968K -39,711 -70%
Envestnet Portfolio Solutions
424
Envestnet Portfolio Solutions
Illinois
$397K -$668K -27,406 -63%
WI
425
WBI Investments
New Jersey
$396K -$51.5K -2,111 -11%