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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 %
B
426
Bensler
Washington
$382K -$160K -6,558 -29%
CNWM
427
Clay Northam Wealth Management
California
$379K -$365 -15 -0.1%
GCA
428
Gradient Capital Advisors
California
$376K +$125K +5,116 +50%
NL
429
NWAM LLC
Washington
$374K – – –
QC
430
Quadrature Capital
United Kingdom
$365K +$365K +15,011 New
IF
431
IRON Financial
Illinois
$365K -$83K -3,411 -19%
CCG
432
Ceeto Capital Group
Florida
$365K – – –
Natixis Advisors
433
Natixis Advisors
Massachusetts
$357K +$27.2K +1,117 +8%
GCA
434
Genesee Capital Advisors
New York
$356K +$2.36K +97 +0.7%
LKBC
435
L.K. Benson & Company
Maryland
$354K +$1.68K +69 +0.5%
P
436
&Partners
Tennessee
$352K -$45.9K -1,888 -12%
BAMG
437
Brand Asset Management Group
Missouri
$351K +$1.53K +63 +0.4%
HCP
438
Hardin Capital Partners
South Carolina
$349K +$122 +5 +0%
EAM
439
Empirical Asset Management
Massachusetts
$342K -$16.9K -695 -5%
AAS
440
Ameritas Advisory Services
Nebraska
$342K -$82.6K -3,397 -19%
CA
441
CGN Advisors
Kansas
$342K -$75.7K -3,110 -18%
GAA
442
Global Assets Advisory
Florida
$339K +$339K +13,938 New
FCB
443
First County Bank
Connecticut
$334K +$334K +13,721 New
RFA
444
Resurgent Financial Advisors
Georgia
$330K -$114K -4,665 -26%
SI
445
Stonekeep Investments
New Mexico
$327K +$28.9K +1,188 +10%
FAG
446
Financial Architects (Georgia)
Georgia
$326K -$2.07K -85 -0.6%
LA
447
Latitude Advisors
Florida
$324K +$2.31K +95 +0.7%
GS
448
GWN Securities
Florida
$324K +$324K +13,292 New
AOWM
449
Alpha Omega Wealth Management
Virginia
$323K +$925 +38 +0.3%
LGWM
450
Litman Gregory Wealth Management
California
$322K +$78.1K +3,210 +32%
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