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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
TFG
401
Team Financial Group
California
$500K
BJL
402
Brighton Jones LLC
Washington
$498K
WS
403
Wedbush Securities
California
$480K
JCM
404
Jacobi Capital Management
Pennsylvania
$479K
CA
405
Clearstead Advisors
Ohio
$472K
KPP
406
Kings Path Partners
Texas
$467K
MHFA
407
Mission Hills Financial Advisory
California
$467K
ONB
408
Old National Bancorp
Indiana
$464K
SWM
409
Selective Wealth Management
Virginia
$461K
CFA
410
Cahill Financial Advisors
Minnesota
$460K
DE
411
Diversified Enterprises
Delaware
$459K
AFA
412
Avant Financial Advisors
Texas
$457K
IWN
413
Independent Wealth Network
Iowa
$456K
SG
414
Somerset Group
Minnesota
$453K
BFA
415
Bragg Financial Advisors
North Carolina
$452K
SWA
416
Sightline Wealth Advisors
Connecticut
$450K
SIAG
417
Signet Investment Advisory Group
Rhode Island
$449K
B
418
Birchbrook
Maine
$444K
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$443K
LAIC
420
Lederer & Associates Investment Counsel
California
$434K
TA
421
TFB Advisors
Kansas
$429K
HA
422
HC Advisors
Georgia
$427K
SF
423
Synovus Financial
Georgia
$426K
DWM
424
David Wealth Management
Virginia
$425K
M
425
MYeCFO
California
$417K