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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $7.45B → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
401
Arax Advisory Partners
Colorado
$520K
RW
402
REDW Wealth
New Mexico
$512K
MCM
403
Mainstream Capital Management
California
$506K
RCS
404
Retirement Capital Strategies
California
$505K
TFG
405
Team Financial Group
California
$500K
BJL
406
Brighton Jones LLC
Washington
$498K
WS
407
Wedbush Securities
California
$480K
JCM
408
Jacobi Capital Management
Pennsylvania
$479K
CA
409
Clearstead Advisors
Ohio
$472K
KPP
410
Kings Path Partners
Texas
$467K
MHFA
411
Mission Hills Financial Advisory
California
$467K
ONB
412
Old National Bancorp
Indiana
$464K
SWM
413
Selective Wealth Management
Virginia
$461K
CFA
414
Cahill Financial Advisors
Minnesota
$460K
DE
415
Diversified Enterprises
Delaware
$459K
AFA
416
Avant Financial Advisors
Texas
$457K
IWN
417
Independent Wealth Network
Iowa
$456K
SG
418
Somerset Group
Minnesota
$453K
BFA
419
Bragg Financial Advisors
North Carolina
$452K
SWA
420
Sightline Wealth Advisors
Connecticut
$450K
SIAG
421
Signet Investment Advisory Group
Rhode Island
$449K
B
422
Birchbrook
Maine
$444K
Janney Montgomery Scott
423
Janney Montgomery Scott
Pennsylvania
$443K
LAIC
424
Lederer & Associates Investment Counsel
California
$434K
TA
425
TFB Advisors
Kansas
$429K