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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
ASN
476
Advisory Services Network
Georgia
$290K
WCP
477
Wealthcare Capital Partners
Pennsylvania
$289K
SEIA
478
Signature Estate & Investment Advisors
California
$288K
MWM
479
Maridea Wealth Management
New York
$286K
ZIG
480
Zullo Investment Group
Pennsylvania
$285K
CCM
481
Chilton Capital Management
Texas
$282K
IJWM
482
Inman Jager Wealth Management
Mississippi
$279K
RIM
483
Rockbridge Investment Management
New York
$277K
IAA
484
Independent Advisor Alliance
North Carolina
$276K
PWM
485
PBMares Wealth Management
Virginia
$274K
USCWA
486
U.S. Capital Wealth Advisors
Texas
$274K
LFA
487
Lauterbach Financial Advisors
Texas
$266K
AWA
488
Arkadios Wealth Advisors
Georgia
$266K
BFP
489
Brewster Financial Planning
New York
$265K
SRCM
490
Signature Resources Capital Management
California
$264K
RA
491
RFG Advisory
Alabama
$263K
CPCM
492
Cardinal Point Capital Management
Ontario, Canada
$263K
CFO
493
CVA Family Office
Colorado
$262K
TC
494
TownSquare Capital
Utah
$260K
ECM
495
Exchange Capital Management
Michigan
$260K
SAM
496
Summit Asset Management
Tennessee
$259K
GCA
497
Gradient Capital Advisors
California
$259K
ATPW
498
Ashton Thomas Private Wealth
Arizona
$257K
ECM
499
Elgethun Capital Management
South Dakota
$255K
TIA
500
Tiemann Investment Advisors
California
$255K