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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 %
LGWM
451
Litman Gregory Wealth Management
California
$327K +$4.88K +200 +2%
AOWM
452
Alpha Omega Wealth Management
Virginia
$323K -$926 -38 -0.3%
PFG
453
PAX Financial Group
Texas
$322K -$254K -10,424 -44%
SC
454
Scratch Capital
Idaho
$319K -$1K -41 -0.3%
PFGIA
455
Patriot Financial Group Insurance Agency
Massachusetts
$316K -$183K -7,501 -37%
LRPA
456
L. Roy Papp & Associates
Arizona
$311K +$16.1K +660 +5%
CA
457
CGN Advisors
Kansas
$311K -$31.3K -1,285 -9%
GLLW
458
Graves Light Lenhart Wealth
Virginia
$311K
CIP
459
Capital Insight Partners
Arizona
$310K -$6.58K -270 -2%
BPWM
460
Badgley Phelps Wealth Managers
Washington
$310K +$18.8K +771 +6%
TFA
461
Toth Financial Advisory
Virginia
$303K -$5.12K -210 -2%
SPW
462
Sonoma Private Wealth
California
$302K
VWM
463
Venturi Wealth Management
Texas
$302K +$58.1K +2,381 +24%
KAS
464
Kestra Advisory Services
Texas
$301K +$53.9K +2,211 +22%
FG
465
Fairman Group
Pennsylvania
$301K
MGIA
466
Moneta Group Investment Advisors
Missouri
$293K -$25.1K -1,028 -8%
ASN
467
Advisory Services Network
Georgia
$290K +$17.3K +714 +6%
WCP
468
Wealthcare Capital Partners
Pennsylvania
$289K +$289K +11,860 New
SEIA
469
Signature Estate & Investment Advisors
California
$288K -$385K -15,784 -57%
MWM
470
Maridea Wealth Management
New York
$286K -$148K -6,088 -34%
ZIG
471
Zullo Investment Group
Pennsylvania
$285K -$5.58K -229 -2%
CCM
472
Chilton Capital Management
Texas
$282K -$10.3K -421 -4%
IJWM
473
Inman Jager Wealth Management
Mississippi
$279K +$39.9K +1,636 +17%
RIM
474
Rockbridge Investment Management
New York
$277K
IAA
475
Independent Advisor Alliance
North Carolina
$276K +$46.4K +1,902 +20%