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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
PSCM
426
Per Stirling Capital Management
Texas
$415K
JF
427
Joule Financial
Kentucky
$411K
DPI
428
Diversified Portfolios Inc
Michigan
$407K
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$397K
WI
430
WBI Investments
New Jersey
$396K
Brown Advisory
431
Brown Advisory
Maryland
$394K
BCWM
432
Bartlett & Co Wealth Management
Ohio
$390K
VBFP
433
Valtinson Bruner Financial Planning
Minnesota
$390K
RWM
434
Revisor Wealth Management
Ohio
$385K
BAAM
435
Baker Avenue Asset Management
California
$383K
CNWM
436
Clay Northam Wealth Management
California
$378K
TA
437
Tactive Advisors
Florida
$374K
Natixis Advisors
438
Natixis Advisors
Massachusetts
$373K
TAM
439
Titleist Asset Management
Texas
$373K
CCG
440
Ceeto Capital Group
Florida
$366K
NCM
441
Northwest Capital Management
Oregon
$365K
FF
442
Friedenthal Financial
New Jersey
$362K
GCA
443
Genesee Capital Advisors
New York
$360K
LKBC
444
L.K. Benson & Company
Maryland
$358K
FCB
445
First County Bank
Connecticut
$355K
BAMG
446
Brand Asset Management Group
Missouri
$353K
HCP
447
Hardin Capital Partners
South Carolina
$344K
EAM
448
Empirical Asset Management
Massachusetts
$339K
RFA
449
Resurgent Financial Advisors
Georgia
$338K
AWS
450
Arkfeld Wealth Strategies
Nebraska
$335K