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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
SIA
451
Soltis Investment Advisors
Utah
$334K
SI
452
Stonekeep Investments
New Mexico
$331K
RWA
453
Roberts Wealth Advisors
California
$330K
FAG
454
Financial Architects (Georgia)
Georgia
$328K
LA
455
Latitude Advisors
Florida
$327K
LGWM
456
Litman Gregory Wealth Management
California
$327K
AOWM
457
Alpha Omega Wealth Management
Virginia
$323K
PFG
458
PAX Financial Group
Texas
$322K
SC
459
Scratch Capital
Idaho
$319K
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$316K
LRPA
461
L. Roy Papp & Associates
Arizona
$311K
CA
462
CGN Advisors
Kansas
$311K
GLLW
463
Graves Light Lenhart Wealth
Virginia
$311K
CIP
464
Capital Insight Partners
Arizona
$310K
BPWM
465
Badgley Phelps Wealth Managers
Washington
$310K
TFA
466
Toth Financial Advisory
Virginia
$303K
SPW
467
Sonoma Private Wealth
California
$302K
VWM
468
Venturi Wealth Management
Texas
$302K
KAS
469
Kestra Advisory Services
Texas
$301K
FG
470
Fairman Group
Pennsylvania
$301K
MGIA
471
Moneta Group Investment Advisors
Missouri
$293K
ASN
472
Advisory Services Network
Georgia
$290K
WCP
473
Wealthcare Capital Partners
Pennsylvania
$289K
SEIA
474
Signature Estate & Investment Advisors
California
$288K
MWM
475
Maridea Wealth Management
New York
$286K