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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 %
IPA
526
Investment Planning Advisors
Georgia
$204K
TIA
527
Traphagen Investment Advisors
New Jersey
$204K -$2K -82 -1%
Pathstone Holdings
528
Pathstone Holdings
New Jersey
$203K -$290K -11,894 -59%
Northern Trust
529
Northern Trust
Illinois
$202K -$22.9K -941 -10%
PIA
530
Perennial Investment Advisors
California
$201K -$17.1K -700 -8%
AQR Capital Management
531
AQR Capital Management
Connecticut
$200K +$200K +8,216 New
Fidelity Investments
532
Fidelity Investments
Massachusetts
$199K +$108K +4,428 +119%
SA
533
SRH Advisors
Kansas
$186K
CTC
534
Central Trust Company
Missouri
$179K +$87K +3,567 +94%
AWM
535
AE Wealth Management
Kansas
$168K -$399K -16,348 -70%
CIA
536
Cape Investment Advisory
Georgia
$165K +$1.22K +50 +0.7%
CIM
537
Contravisory Investment Management
Massachusetts
$157K
AUB
538
Atlantic Union Bankshares
Virginia
$154K +$154K +6,301 New
MSWA
539
Marshall & Sterling Wealth Advisors
New York
$149K +$1.56K +64 +1%
FDW
540
Fourth Dimension Wealth
Ohio
$142K -$61.8K -2,535 -30%
TPCW
541
TD Private Client Wealth
New York
$139K -$1.17K -48 -0.8%
PTC
542
Private Trust Company
Ohio
$137K +$23.5K +962 +21%
LFG
543
Larson Financial Group
Missouri
$127K +$20K +819 +19%
VWM
544
Vermillion Wealth Management
Minnesota
$123K -$13.3K -547 -10%
BF
545
BOK Financial
Oklahoma
$122K +$92.9K +3,811 +324%
MFA
546
Morling Financial Advisors
California
$120K +$95.4K +3,912 +384%
EB
547
Eastern Bank
Massachusetts
$118K
CAL
548
Capital Analysts LLC
Pennsylvania
$114K -$18.9K -778 -14%
LB
549
Legacy Bridge
Iowa
$112K
FFO
550
Fortitude Family Office
Arizona
$106K +$106K +4,328 New