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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
426
Bartlett & Co Wealth Management
Ohio
$390K – – –
VBFP
427
Valtinson Bruner Financial Planning
Minnesota
$390K -$55.5K -2,276 -12%
RWM
428
Revisor Wealth Management
Ohio
$385K -$73.3K -3,021 -16%
BAAM
429
Baker Avenue Asset Management
California
$383K – – –
CNWM
430
Clay Northam Wealth Management
California
$378K -$1.95K -80 -0.5%
TA
431
Tactive Advisors
Florida
$374K +$374K +15,356 New
Natixis Advisors
432
Natixis Advisors
Massachusetts
$373K +$15.6K +641 +4%
TAM
433
Titleist Asset Management
Texas
$373K -$232K -9,525 -38%
CCG
434
Ceeto Capital Group
Florida
$366K – – –
NCM
435
Northwest Capital Management
Oregon
$365K -$74.4K -3,050 -17%
FF
436
Friedenthal Financial
New Jersey
$362K -$52.5K -2,152 -13%
GCA
437
Genesee Capital Advisors
New York
$360K +$3.51K +144 +1%
LKBC
438
L.K. Benson & Company
Maryland
$358K +$3.71K +152 +1%
FCB
439
First County Bank
Connecticut
$355K +$20.2K +828 +6%
BAMG
440
Brand Asset Management Group
Missouri
$353K +$1.34K +55 +0.4%
HCP
441
Hardin Capital Partners
South Carolina
$344K -$3.4K -140 -1%
EAM
442
Empirical Asset Management
Massachusetts
$339K -$3.63K -149 -1%
RFA
443
Resurgent Financial Advisors
Georgia
$338K +$6.88K +282 +2%
AWS
444
Arkfeld Wealth Strategies
Nebraska
$335K -$523K -21,557 -61%
SIA
445
Soltis Investment Advisors
Utah
$334K -$277K -11,368 -45%
SI
446
Stonekeep Investments
New Mexico
$331K +$3.88K +159 +1%
RWA
447
Roberts Wealth Advisors
California
$330K -$83.1K -3,409 -20%
FAG
448
Financial Architects (Georgia)
Georgia
$328K +$1.95K +80 +0.6%
LA
449
Latitude Advisors
Florida
$327K +$3.41K +140 +1%
LGWM
450
Litman Gregory Wealth Management
California
$327K +$4.88K +200 +2%
16 17
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