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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
501
Generation Capital Management
New York
$232K
AIFAIM
502
American Institute for Advanced Investment Management
Arizona
$232K
WA
503
WPG Advisers
Maryland
$227K -$60.2K -2,470 -21%
EP
504
Edgestream Partners
New Jersey
$226K +$226K +9,285 New
LIA
505
Lynx Investment Advisory
District of Columbia
$226K +$4.71K +193 +2%
ARC
506
Advisor Resource Council
Texas
$223K -$4.59M -188,193 -95%
IWM
507
IHT Wealth Management
Illinois
$221K +$14.4K +590 +7%
SPA
508
Sentinel Pension Advisors
Massachusetts
$221K +$9.61K +394 +5%
SA
509
Strategic Advocates
Utah
$217K -$2.93K -120 -1%
CCFM
510
Clear Creek Financial Management
Washington
$217K -$10.6K -433 -5%
BCM
511
Blume Capital Management
California
$217K
AMIM
512
Aull & Monroe Investment Management
Alabama
$217K -$11.7K -480 -5%
AA
513
Advisory Alpha
Michigan
$216K +$216K +8,879 New
FM
514
Foster & Motley
Ohio
$215K -$23.2K -951 -10%
XT
515
XTX Topco
Cayman Islands
$214K +$214K +8,788 New
MWM
516
Meridian Wealth Management
Kentucky
$213K -$14.8K -605 -6%
WLIM
517
White Lighthouse Investment Management
Massachusetts
$211K
SCM
518
Seascape Capital Management
New Hampshire
$210K +$559 +23 +0.3%
Empower Advisory Group
519
Empower Advisory Group
Colorado
$209K -$11.7K -481 -5%
CAS
520
Coppell Advisory Solutions
Texas
$208K +$208K +8,558 New
HNB
521
Huntington National Bank
Ohio
$208K -$147K
WAM
522
Weatherly Asset Management
California
$207K
BPW
523
BLVD Private Wealth
Kentucky
$206K +$206K +8,442 New
AO
524
Advisor OS
Illinois
$205K +$4.63K +190 +2%
BFG
525
Bouchey Financial Group
New York
$204K -$5.82M -238,660 -97%