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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
HS
501
Horan Securities
United States
$241K
SB
502
Strategic Blueprint
Georgia
$240K
W
503
WorthPointe
California
$239K
CIC
504
Carnegie Investment Counsel
Ohio
$239K
B
505
Bensler
Washington
$235K
GCM
506
Generation Capital Management
New York
$232K
AIFAIM
507
American Institute for Advanced Investment Management
Arizona
$232K
WA
508
WPG Advisers
Maryland
$227K
EP
509
Edgestream Partners
New Jersey
$226K
LIA
510
Lynx Investment Advisory
District of Columbia
$226K
ARC
511
Advisor Resource Council
Texas
$223K
IWM
512
IHT Wealth Management
Illinois
$221K
SPA
513
Sentinel Pension Advisors
Massachusetts
$221K
SA
514
Strategic Advocates
Utah
$217K
CCFM
515
Clear Creek Financial Management
Washington
$217K
BCM
516
Blume Capital Management
California
$217K
AMIM
517
Aull & Monroe Investment Management
Alabama
$217K
AA
518
Advisory Alpha
Michigan
$216K
FM
519
Foster & Motley
Ohio
$215K
XT
520
XTX Topco
Cayman Islands
$214K
MWM
521
Meridian Wealth Management
Kentucky
$213K
WLIM
522
White Lighthouse Investment Management
Massachusetts
$211K
SCM
523
Seascape Capital Management
New Hampshire
$210K
Empower Advisory Group
524
Empower Advisory Group
Colorado
$209K
CAS
525
Coppell Advisory Solutions
Texas
$208K