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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
Cooper Financial Group
California
$220K
SA
502
Strategic Advocates
Utah
$220K
PIA
503
Perennial Investment Advisors
California
$218K
BCM
504
Blume Capital Management
California
$217K
Members Trust
505
Members Trust
Florida
$212K
WLIM
506
White Lighthouse Investment Management
Massachusetts
$211K
SPA
507
Sentinel Pension Advisors
Massachusetts
$211K
SCM
508
Seascape Capital Management
New Hampshire
$210K
BDFN
509
Bond & Devick Financial Network
Minnesota
$207K
WAM
510
Weatherly Asset Management
California
$207K
TA
511
TPG Advisors
Illinois
$207K
IWM
512
IHT Wealth Management
Illinois
$207K
TIA
513
Traphagen Investment Advisors
New Jersey
$205K
FDW
514
Fourth Dimension Wealth
Ohio
$204K
SPIA
515
Steward Partners Investment Advisory
New York
$203K
IPA
516
Investment Planning Advisors
Georgia
$203K
DWM
517
David Wealth Management
Virginia
$201K
LA
518
LexAurum Advisors
Kansas
$201K
AO
519
Advisor OS
Illinois
$200K
SA
520
SRH Advisors
Kansas
$185K
SAM
521
Smartleaf Asset Management
Massachusetts
$170K
CIA
522
Cape Investment Advisory
Georgia
$164K
CIM
523
Contravisory Investment Management
Massachusetts
$156K
SSB
524
Sandy Spring Bank
Maryland
$152K
MSWA
525
Marshall & Sterling Wealth Advisors
New York
$147K