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Schwab Short-Term US Treasury ETF

643 hedge funds and large institutions have $7.67B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 65 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 → $7.67B (+$227M)

0.27% less ownership

Funds ownership: 69.88%69.61% (-0.27%)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
FCA
26
FLC Capital Advisors
California
$35.5M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$35.2M
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$34M
SCM
29
SCS Capital Management
Massachusetts
$32.5M
HPA
30
High Probability Advisors
New York
$30.9M
MT
31
Midwest Trust
Kansas
$29.3M
LIM
32
Leavell Investment Management
Alabama
$28.7M
PCM
33
Passive Capital Management
Maryland
$27.1M
MFG
34
Merit Financial Group
Georgia
$26.6M
MCM
35
MAI Capital Management
Ohio
$26.2M
SWA
36
Stratos Wealth Advisors
Ohio
$26M
UCMOK
37
United Capital Management of KS
Kansas
$25.8M
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$25.5M
HF
39
Holcombe Financial
Georgia
$24.7M
CST
40
Charles Schwab Trust
Nevada
$22.7M
WF
41
Williams Financial
Vermont
$22.7M
UBS Group
42
UBS Group
Switzerland
$22.5M
AFG
43
Altiora Financial Group
Ohio
$22.4M
AssetMark Inc
44
AssetMark Inc
California
$21.7M
AWM
45
Avior Wealth Management
Nebraska
$21.1M
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$20.3M
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$20.1M
GGS
48
Galvin Gaustad & Stein
Arizona
$19.2M
FEG
49
Fund Evaluation Group
Ohio
$18.8M
AF
50
Advisornet Financial
Minnesota
$18.7M