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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
ZIG
476
Zullo Investment Group
Pennsylvania
$285K
CCM
477
Chilton Capital Management
Texas
$282K
IJWM
478
Inman Jager Wealth Management
Mississippi
$279K
RIM
479
Rockbridge Investment Management
New York
$277K
IAA
480
Independent Advisor Alliance
North Carolina
$276K
PWM
481
PBMares Wealth Management
Virginia
$274K
USCWA
482
U.S. Capital Wealth Advisors
Texas
$274K
LFA
483
Lauterbach Financial Advisors
Texas
$266K
AWA
484
Arkadios Wealth Advisors
Georgia
$266K
BFP
485
Brewster Financial Planning
New York
$265K
SRCM
486
Signature Resources Capital Management
California
$264K
RA
487
RFG Advisory
Alabama
$263K
CPCM
488
Cardinal Point Capital Management
Ontario, Canada
$263K
CFO
489
CVA Family Office
Colorado
$262K
TC
490
TownSquare Capital
Utah
$260K
ECM
491
Exchange Capital Management
Michigan
$260K
SAM
492
Summit Asset Management
Tennessee
$259K
GCA
493
Gradient Capital Advisors
California
$259K
ATPW
494
Ashton Thomas Private Wealth
Arizona
$257K
ECM
495
Elgethun Capital Management
South Dakota
$255K
TIA
496
Tiemann Investment Advisors
California
$255K
WFA
497
WMG Financial Advisors
Tennessee
$250K
TA
498
TPG Advisors
Illinois
$248K
P
499
&Partners
Tennessee
$247K
AR
500
Apeiron RIA
Texas
$243K