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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
WLIM
526
White Lighthouse Investment Management
Massachusetts
$211K
SCM
527
Seascape Capital Management
New Hampshire
$210K
Empower Advisory Group
528
Empower Advisory Group
Colorado
$209K
CAS
529
Coppell Advisory Solutions
Texas
$208K
HNB
530
Huntington National Bank
Ohio
$208K
WAM
531
Weatherly Asset Management
California
$207K
BPW
532
BLVD Private Wealth
Kentucky
$206K
AO
533
Advisor OS
Illinois
$205K
BFG
534
Bouchey Financial Group
New York
$204K
IPA
535
Investment Planning Advisors
Georgia
$204K
TIA
536
Traphagen Investment Advisors
New Jersey
$204K
Pathstone Holdings
537
Pathstone Holdings
New Jersey
$203K
Northern Trust
538
Northern Trust
Illinois
$202K
PIA
539
Perennial Investment Advisors
California
$201K
AQR Capital Management
540
AQR Capital Management
Connecticut
$200K
Fidelity Investments
541
Fidelity Investments
Massachusetts
$199K
SA
542
SRH Advisors
Kansas
$186K
CTC
543
Central Trust Company
Missouri
$179K
AWM
544
AE Wealth Management
Kansas
$168K
CIA
545
Cape Investment Advisory
Georgia
$165K
CIM
546
Contravisory Investment Management
Massachusetts
$157K
AUB
547
Atlantic Union Bankshares
Virginia
$154K
MSWA
548
Marshall & Sterling Wealth Advisors
New York
$149K
FDW
549
Fourth Dimension Wealth
Ohio
$142K
TPCW
550
TD Private Client Wealth
New York
$139K