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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 %
Brown Advisory
426
Brown Advisory
Maryland
$394K -$176K -7,208 -31%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$390K
VBFP
428
Valtinson Bruner Financial Planning
Minnesota
$390K -$55.5K -2,276 -12%
RWM
429
Revisor Wealth Management
Ohio
$385K -$73.3K -3,021 -16%
BAAM
430
Baker Avenue Asset Management
California
$383K
CNWM
431
Clay Northam Wealth Management
California
$378K -$1.95K -80 -0.5%
TA
432
Tactive Advisors
Florida
$374K +$374K +15,356 New
Natixis Advisors
433
Natixis Advisors
Massachusetts
$373K +$15.6K +641 +4%
TAM
434
Titleist Asset Management
Texas
$373K -$232K -9,525 -38%
CCG
435
Ceeto Capital Group
Florida
$366K
NCM
436
Northwest Capital Management
Oregon
$365K -$74.4K -3,050 -17%
FF
437
Friedenthal Financial
New Jersey
$362K -$52.5K -2,152 -13%
GCA
438
Genesee Capital Advisors
New York
$360K +$3.51K +144 +1%
LKBC
439
L.K. Benson & Company
Maryland
$358K +$3.71K +152 +1%
FCB
440
First County Bank
Connecticut
$355K +$20.2K +828 +6%
BAMG
441
Brand Asset Management Group
Missouri
$353K +$1.34K +55 +0.4%
HCP
442
Hardin Capital Partners
South Carolina
$344K -$3.4K -140 -1%
EAM
443
Empirical Asset Management
Massachusetts
$339K -$3.63K -149 -1%
RFA
444
Resurgent Financial Advisors
Georgia
$338K +$6.88K +282 +2%
AWS
445
Arkfeld Wealth Strategies
Nebraska
$335K -$523K -21,557 -61%
SIA
446
Soltis Investment Advisors
Utah
$334K -$277K -11,368 -45%
SI
447
Stonekeep Investments
New Mexico
$331K +$3.88K +159 +1%
RWA
448
Roberts Wealth Advisors
California
$330K -$83.1K -3,409 -20%
FAG
449
Financial Architects (Georgia)
Georgia
$328K +$1.95K +80 +0.6%
LA
450
Latitude Advisors
Florida
$327K +$3.41K +140 +1%