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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$34M -$18.1M -744,150 -35%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$33.5M -$417K -17,139 -1%
SCM
28
SCS Capital Management
Massachusetts
$32M -$19M -780,317 -37%
HPA
29
High Probability Advisors
New York
$30.4M +$3.54M +145,429 +13%
FCA
30
FLC Capital Advisors
California
$29.7M +$975K +40,052 +3%
FCI
31
Financial Counselors Inc
Kansas
$29.2M +$1.16M +47,555 +4%
PCM
32
Passive Capital Management
Maryland
$28.8M +$748K +30,740 +3%
LIM
33
Leavell Investment Management
Alabama
$27.7M +$1.47M +60,250 +6%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$26.7M +$7.24M +297,486 +37%
SWA
35
Stratos Wealth Advisors
Ohio
$26.1M +$5.97M +245,100 +30%
MCM
36
MAI Capital Management
Ohio
$25.3M +$446K +18,342 +2%
HF
37
Holcombe Financial
Georgia
$23.6M -$1.36M -55,853 -5%
AFG
38
Altiora Financial Group
Ohio
$22.7M -$2.53M -103,852 -10%
II
39
Inspire Investing
Idaho
$22.7M +$22.7M +932,160 New
MFG
40
Merit Financial Group
Georgia
$21.9M +$10.5M +432,282 +92%
AWM
41
Avior Wealth Management
Nebraska
$20.4M +$450K +18,475 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$20.4M -$351K -14,434 -2%
UBS Group
43
UBS Group
Switzerland
$20.3M +$1.91M +78,468 +10%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$20.2M +$176K +7,221 +0.9%
CST
45
Charles Schwab Trust
Nevada
$20M -$367K -15,082 -2%
TCM
46
Towneley Capital Management
California
$19.8M +$671K +27,566 +4%
WF
47
Williams Financial
Vermont
$19.5M -$309K -12,701 -2%
FEG
48
Fund Evaluation Group
Ohio
$18.8M – – –
CMP
49
Courage Miller Partners
Virginia
$18.4M +$85.7K +3,519 +0.5%
AF
50
Advisornet Financial
Minnesota
$18.4M +$2.08M +85,517 +13%
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