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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
476
WMG Financial Advisors
Tennessee
$252K
KBFS
477
Kohmann Bosshard Financial Services
Ohio
$252K
AWA
478
Arkadios Wealth Advisors
Georgia
$250K
KAS
479
Kestra Advisory Services
Texas
$247K
MWM
480
Modera Wealth Management
New Jersey
$245K
VWM
481
Venturi Wealth Management
Texas
$243K
IJWM
482
Inman Jager Wealth Management
Mississippi
$239K
BH
483
Burk Holdings
Oklahoma
$238K
AR
484
Apeiron RIA
Texas
$238K
W
485
WorthPointe
California
$237K
FM
486
Foster & Motley
Ohio
$237K
IC
487
IEQ Capital
California
$234K
GCM
488
Generation Capital Management
New York
$232K
AIFAIM
489
American Institute for Advanced Investment Management
Arizona
$231K
IAA
490
Independent Advisor Alliance
North Carolina
$229K
AMIM
491
Aull & Monroe Investment Management
Alabama
$228K
MWM
492
Meridian Wealth Management
Kentucky
$227K
CCFM
493
Clear Creek Financial Management
Washington
$227K
ATPW
494
Ashton Thomas Private Wealth
Arizona
$227K
Northern Trust
495
Northern Trust
Illinois
$224K
AWAG
496
ARS Wealth Advisors Group
Florida
$224K
EFG
497
Ethos Financial Group
Pennsylvania
$223K
LIA
498
Lynx Investment Advisory
District of Columbia
$221K
DI
499
Diligent Investors
California
$221K
Empower Advisory Group
500
Empower Advisory Group
Colorado
$220K