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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
WFA
501
WMG Financial Advisors
Tennessee
$250K
TA
502
TPG Advisors
Illinois
$248K
P
503
&Partners
Tennessee
$247K
AR
504
Apeiron RIA
Texas
$243K
HS
505
Horan Securities
United States
$241K
SB
506
Strategic Blueprint
Georgia
$240K
W
507
WorthPointe
California
$239K
CIC
508
Carnegie Investment Counsel
Ohio
$239K
B
509
Bensler
Washington
$235K
GCM
510
Generation Capital Management
New York
$232K
AIFAIM
511
American Institute for Advanced Investment Management
Arizona
$232K
WA
512
WPG Advisers
Maryland
$227K
EP
513
Edgestream Partners
New Jersey
$226K
LIA
514
Lynx Investment Advisory
District of Columbia
$226K
ARC
515
Advisor Resource Council
Texas
$223K
IWM
516
IHT Wealth Management
Illinois
$221K
SPA
517
Sentinel Pension Advisors
Massachusetts
$221K
SA
518
Strategic Advocates
Utah
$217K
CCFM
519
Clear Creek Financial Management
Washington
$217K
BCM
520
Blume Capital Management
California
$217K
AMIM
521
Aull & Monroe Investment Management
Alabama
$217K
AA
522
Advisory Alpha
Michigan
$216K
FM
523
Foster & Motley
Ohio
$215K
XT
524
XTX Topco
Cayman Islands
$214K
MWM
525
Meridian Wealth Management
Kentucky
$213K