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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 %
CFG
501
Cooper Financial Group
California
$220K +$220K +9,046 New
SA
502
Strategic Advocates
Utah
$220K -$20K -820 -8%
PIA
503
Perennial Investment Advisors
California
$218K -$147K -6,036 -40%
BCM
504
Blume Capital Management
California
$217K -$12.2K -500 -5%
Members Trust
505
Members Trust
Florida
$212K +$212K +8,722 New
WLIM
506
White Lighthouse Investment Management
Massachusetts
$211K – – –
SPA
507
Sentinel Pension Advisors
Massachusetts
$211K -$2.31K -95 -1%
SCM
508
Seascape Capital Management
New Hampshire
$210K -$19.6K -802 -9%
BDFN
509
Bond & Devick Financial Network
Minnesota
$207K +$207K +8,509 New
WAM
510
Weatherly Asset Management
California
$207K – – –
TA
511
TPG Advisors
Illinois
$207K -$37.7K -1,548 -15%
IWM
512
IHT Wealth Management
Illinois
$207K +$1.39K +57 +0.7%
TIA
513
Traphagen Investment Advisors
New Jersey
$205K +$205K +8,437 New
FDW
514
Fourth Dimension Wealth
Ohio
$204K – – –
SPIA
515
Steward Partners Investment Advisory
New York
$203K +$14.2K +584 +8%
IPA
516
Investment Planning Advisors
Georgia
$203K +$203K +8,358 New
DWM
517
David Wealth Management
Virginia
$201K +$201K +8,274 New
LA
518
LexAurum Advisors
Kansas
$201K -$2.63K -108 -1%
AO
519
Advisor OS
Illinois
$200K +$200K +8,217 New
SA
520
SRH Advisors
Kansas
$185K -$11K -452 -6%
SAM
521
Smartleaf Asset Management
Massachusetts
$170K +$141K +5,790 +490%
CIA
522
Cape Investment Advisory
Georgia
$164K +$97 +4 +0.1%
CIM
523
Contravisory Investment Management
Massachusetts
$156K – – –
SSB
524
Sandy Spring Bank
Maryland
$152K -$12.1K -499 -7%
MSWA
525
Marshall & Sterling Wealth Advisors
New York
$147K +$1.05K +43 +0.7%
19 20
21
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