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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 %
HNB
526
Huntington National Bank
Ohio
$147K -$123K – –
TPCW
527
TD Private Client Wealth
New York
$139K +$121K +4,953 +638%
VWM
528
Vermillion Wealth Management
Minnesota
$136K +$2.9K +119 +2%
CAL
529
Capital Analysts LLC
Pennsylvania
$133K -$6.67K -274 -5%
WT
530
Washington Trust
Rhode Island
$131K – – –
LCM
531
Logan Capital Management
Pennsylvania
$122K -$108K -4,417 -47%
EB
532
Eastern Bank
Massachusetts
$118K -$18.9K -778 -14%
PTC
533
Private Trust Company
Ohio
$113K +$19.8K +815 +21%
LB
534
Legacy Bridge
Iowa
$112K – – –
LFG
535
Larson Financial Group
Missouri
$107K +$97 +4 +0.1%
AAM
536
Advisors Asset Management
Colorado
$102K -$91.7K -3,766 -47%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K – – –
AIM
538
Anchor Investment Management
South Carolina
$96.9K – – –
CAM
539
Costello Asset Management
Pennsylvania
$92.8K +$92.8K +3,813 New
CTC
540
Central Trust Company
Missouri
$91.9K – – –
HNW
541
High Note Wealth
Minnesota
$91.1K -$4.87K -200 -5%
Fidelity Investments
542
Fidelity Investments
Massachusetts
$90.9K +$77.1K +3,167 +557%
GC
543
Garde Capital
Washington
$78.7K +$78.7K +3,234 New
BWL
544
Bogart Wealth LLC
Virginia
$77.8K +$4.89K +201 +7%
PPA
545
Painted Porch Advisors
California
$72.5K +$72.5K +2,977 New
WTC
546
WhitTier Trust Company
Nevada
$71.8K +$71.8K +2,948 New
RMP
547
Richards, Merrill & Peterson
Washington
$63.8K – – –
CW
548
Cooksen Wealth
Texas
$62.8K +$62.8K +1,302 New
FW
549
Fairway Wealth
Ohio
$62.7K – – –
PCM
550
Perritt Capital Management
Illinois
$61.2K +$438 +18 +0.7%
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