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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
476
PBMares Wealth Management
Virginia
$274K
USCWA
477
U.S. Capital Wealth Advisors
Texas
$274K +$274K +11,233 New
LFA
478
Lauterbach Financial Advisors
Texas
$266K +$1.93K +79 +0.7%
AWA
479
Arkadios Wealth Advisors
Georgia
$266K +$14.9K +610 +6%
BFP
480
Brewster Financial Planning
New York
$265K
SRCM
481
Signature Resources Capital Management
California
$264K -$3.51K -144 -1%
RA
482
RFG Advisory
Alabama
$263K +$263K +10,804 New
CPCM
483
Cardinal Point Capital Management
Ontario, Canada
$263K +$263K +263,049 New
CFO
484
CVA Family Office
Colorado
$262K +$366 +15 +0.1%
TC
485
TownSquare Capital
Utah
$260K -$13.7M -561,326 -98%
ECM
486
Exchange Capital Management
Michigan
$260K -$4.29K -176 -2%
SAM
487
Summit Asset Management
Tennessee
$259K -$39.9K -1,635 -13%
GCA
488
Gradient Capital Advisors
California
$259K -$118K -4,824 -31%
ATPW
489
Ashton Thomas Private Wealth
Arizona
$257K +$29.4K +1,206 +13%
ECM
490
Elgethun Capital Management
South Dakota
$255K -$24.4K -1,000 -9%
TIA
491
Tiemann Investment Advisors
California
$255K
WFA
492
WMG Financial Advisors
Tennessee
$250K -$2.56K -105 -1%
TA
493
TPG Advisors
Illinois
$248K +$40.7K +1,669 +20%
P
494
&Partners
Tennessee
$247K -$106K -4,342 -30%
AR
495
Apeiron RIA
Texas
$243K +$4.9K +201 +2%
HS
496
Horan Securities
United States
$241K +$241K +9,886 New
SB
497
Strategic Blueprint
Georgia
$240K -$519K -21,281 -68%
W
498
WorthPointe
California
$239K +$1.51K +62 +0.6%
CIC
499
Carnegie Investment Counsel
Ohio
$239K -$31.2K -1,278 -12%
B
500
Bensler
Washington
$235K -$147K -6,043 -39%