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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
HCP
451
Hardin Capital Partners
South Carolina
$344K
EAM
452
Empirical Asset Management
Massachusetts
$339K
RFA
453
Resurgent Financial Advisors
Georgia
$338K
AWS
454
Arkfeld Wealth Strategies
Nebraska
$335K
SIA
455
Soltis Investment Advisors
Utah
$334K
SI
456
Stonekeep Investments
New Mexico
$331K
RWA
457
Roberts Wealth Advisors
California
$330K
FAG
458
Financial Architects (Georgia)
Georgia
$328K
LA
459
Latitude Advisors
Florida
$327K
LGWM
460
Litman Gregory Wealth Management
California
$327K
AOWM
461
Alpha Omega Wealth Management
Virginia
$323K
PFG
462
PAX Financial Group
Texas
$322K
SC
463
Scratch Capital
Idaho
$319K
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
$316K
LRPA
465
L. Roy Papp & Associates
Arizona
$311K
CA
466
CGN Advisors
Kansas
$311K
GLLW
467
Graves Light Lenhart Wealth
Virginia
$311K
CIP
468
Capital Insight Partners
Arizona
$310K
BPWM
469
Badgley Phelps Wealth Managers
Washington
$310K
TFA
470
Toth Financial Advisory
Virginia
$303K
SPW
471
Sonoma Private Wealth
California
$302K
VWM
472
Venturi Wealth Management
Texas
$302K
KAS
473
Kestra Advisory Services
Texas
$301K
FG
474
Fairman Group
Pennsylvania
$301K
MGIA
475
Moneta Group Investment Advisors
Missouri
$293K