SCHO icon

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
HNB
526
Huntington National Bank
Ohio
$208K
WAM
527
Weatherly Asset Management
California
$207K
BPW
528
BLVD Private Wealth
Kentucky
$206K
AO
529
Advisor OS
Illinois
$205K
BFG
530
Bouchey Financial Group
New York
$204K
IPA
531
Investment Planning Advisors
Georgia
$204K
TIA
532
Traphagen Investment Advisors
New Jersey
$204K
Pathstone Holdings
533
Pathstone Holdings
New Jersey
$203K
Northern Trust
534
Northern Trust
Illinois
$202K
PIA
535
Perennial Investment Advisors
California
$201K
AQR Capital Management
536
AQR Capital Management
Connecticut
$200K
Fidelity Investments
537
Fidelity Investments
Massachusetts
$199K
SA
538
SRH Advisors
Kansas
$186K
CTC
539
Central Trust Company
Missouri
$179K
AWM
540
AE Wealth Management
Kansas
$168K
CIA
541
Cape Investment Advisory
Georgia
$165K
CIM
542
Contravisory Investment Management
Massachusetts
$157K
AUB
543
Atlantic Union Bankshares
Virginia
$154K
MSWA
544
Marshall & Sterling Wealth Advisors
New York
$149K
FDW
545
Fourth Dimension Wealth
Ohio
$142K
TPCW
546
TD Private Client Wealth
New York
$139K
PTC
547
Private Trust Company
Ohio
$137K
LFG
548
Larson Financial Group
Missouri
$127K
VWM
549
Vermillion Wealth Management
Minnesota
$123K
BF
550
BOK Financial
Oklahoma
$122K