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Schwab Short-Term US Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
451
Alpha Omega Wealth Management
Virginia
$323K -$926 -38 -0.3%
PFG
452
PAX Financial Group
Texas
$322K -$254K -10,424 -44%
SC
453
Scratch Capital
Idaho
$319K -$1K -41 -0.3%
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$316K -$183K -7,501 -37%
LRPA
455
L. Roy Papp & Associates
Arizona
$311K +$16.1K +660 +5%
CA
456
CGN Advisors
Kansas
$311K -$31.3K -1,285 -9%
GLLW
457
Graves Light Lenhart Wealth
Virginia
$311K
CIP
458
Capital Insight Partners
Arizona
$310K -$6.58K -270 -2%
BPWM
459
Badgley Phelps Wealth Managers
Washington
$310K +$18.8K +771 +6%
TFA
460
Toth Financial Advisory
Virginia
$303K -$5.12K -210 -2%
SPW
461
Sonoma Private Wealth
California
$302K
VWM
462
Venturi Wealth Management
Texas
$302K +$58.1K +2,381 +24%
KAS
463
Kestra Advisory Services
Texas
$301K +$53.9K +2,211 +22%
FG
464
Fairman Group
Pennsylvania
$301K
MGIA
465
Moneta Group Investment Advisors
Missouri
$293K -$25.1K -1,028 -8%
ASN
466
Advisory Services Network
Georgia
$290K +$17.3K +714 +6%
WCP
467
Wealthcare Capital Partners
Pennsylvania
$289K +$289K +11,860 New
SEIA
468
Signature Estate & Investment Advisors
California
$288K -$385K -15,784 -57%
MWM
469
Maridea Wealth Management
New York
$286K -$148K -6,088 -34%
ZIG
470
Zullo Investment Group
Pennsylvania
$285K -$5.58K -229 -2%
CCM
471
Chilton Capital Management
Texas
$282K -$10.3K -421 -4%
IJWM
472
Inman Jager Wealth Management
Mississippi
$279K +$39.9K +1,636 +17%
RIM
473
Rockbridge Investment Management
New York
$277K
IAA
474
Independent Advisor Alliance
North Carolina
$276K +$46.4K +1,902 +20%
PWM
475
PBMares Wealth Management
Virginia
$274K