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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 %
WFA
476
WMG Financial Advisors
Tennessee
$252K -$5.99K -246 -2%
KBFS
477
Kohmann Bosshard Financial Services
Ohio
$252K -$181K -7,420 -42%
AWA
478
Arkadios Wealth Advisors
Georgia
$250K +$250K +10,285 New
KAS
479
Kestra Advisory Services
Texas
$247K -$345K -14,159 -58%
MWM
480
Modera Wealth Management
New Jersey
$245K -$12.6K -519 -5%
VWM
481
Venturi Wealth Management
Texas
$243K +$193K +7,944 +386%
IJWM
482
Inman Jager Wealth Management
Mississippi
$239K +$21.8K +897 +10%
BH
483
Burk Holdings
Oklahoma
$238K +$238K +9,781 New
AR
484
Apeiron RIA
Texas
$238K -$7.3K -300 -3%
W
485
WorthPointe
California
$237K +$237K +9,757 New
FM
486
Foster & Motley
Ohio
$237K -$70.5K -2,901 -23%
IC
487
IEQ Capital
California
$234K +$234K +9,628 New
GCM
488
Generation Capital Management
New York
$232K – – –
AIFAIM
489
American Institute for Advanced Investment Management
Arizona
$231K +$231K +9,500 New
IAA
490
Independent Advisor Alliance
North Carolina
$229K -$672K -27,607 -75%
AMIM
491
Aull & Monroe Investment Management
Alabama
$228K -$9.23K -379 -4%
MWM
492
Meridian Wealth Management
Kentucky
$227K +$227K +9,335 New
CCFM
493
Clear Creek Financial Management
Washington
$227K +$227K +9,331 New
ATPW
494
Ashton Thomas Private Wealth
Arizona
$227K -$153K -6,276 -40%
Northern Trust
495
Northern Trust
Illinois
$224K -$11.9K -490 -5%
AWAG
496
ARS Wealth Advisors Group
Florida
$224K +$224K +9,199 New
EFG
497
Ethos Financial Group
Pennsylvania
$223K – – –
LIA
498
Lynx Investment Advisory
District of Columbia
$221K -$195 -8 -0.1%
DI
499
Diligent Investors
California
$221K +$608 +25 +0.3%
Empower Advisory Group
500
Empower Advisory Group
Colorado
$220K -$876 -36 -0.4%
18 19
20
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