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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
476
U.S. Capital Wealth Advisors
Texas
$274K +$274K +11,233 New
LFA
477
Lauterbach Financial Advisors
Texas
$266K +$1.93K +79 +0.7%
AWA
478
Arkadios Wealth Advisors
Georgia
$266K +$14.9K +610 +6%
BFP
479
Brewster Financial Planning
New York
$265K – – –
SRCM
480
Signature Resources Capital Management
California
$264K -$3.51K -144 -1%
RA
481
RFG Advisory
Alabama
$263K +$263K +10,804 New
CPCM
482
Cardinal Point Capital Management
Ontario, Canada
$263K +$263K +263,049 New
CFO
483
CVA Family Office
Colorado
$262K +$366 +15 +0.1%
TC
484
TownSquare Capital
Utah
$260K -$13.7M -561,326 -98%
ECM
485
Exchange Capital Management
Michigan
$260K -$4.29K -176 -2%
SAM
486
Summit Asset Management
Tennessee
$259K -$39.9K -1,635 -13%
GCA
487
Gradient Capital Advisors
California
$259K -$118K -4,824 -31%
ATPW
488
Ashton Thomas Private Wealth
Arizona
$257K +$29.4K +1,206 +13%
ECM
489
Elgethun Capital Management
South Dakota
$255K -$24.4K -1,000 -9%
TIA
490
Tiemann Investment Advisors
California
$255K – – –
WFA
491
WMG Financial Advisors
Tennessee
$250K -$2.56K -105 -1%
TA
492
TPG Advisors
Illinois
$248K +$40.7K +1,669 +20%
P
493
&Partners
Tennessee
$247K -$106K -4,342 -30%
AR
494
Apeiron RIA
Texas
$243K +$4.9K +201 +2%
HS
495
Horan Securities
United States
$241K +$241K +9,886 New
SB
496
Strategic Blueprint
Georgia
$240K -$519K -21,281 -68%
W
497
WorthPointe
California
$239K +$1.51K +62 +0.6%
CIC
498
Carnegie Investment Counsel
Ohio
$239K -$31.2K -1,278 -12%
B
499
Bensler
Washington
$235K -$147K -6,043 -39%
GCM
500
Generation Capital Management
New York
$232K – – –
18 19
20
21 22