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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$79.7M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$571M
4
MFT
4
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$494M
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$0
5
UCMOK
5
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
551
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K – – –
AIM
552
Anchor Investment Management
South Carolina
$97K – – –
CAM
553
Costello Asset Management
Pennsylvania
$93.3K +$293 +12 +0.3%
GC
554
Garde Capital
Washington
$78.8K – – –
BWL
555
Bogart Wealth LLC
Virginia
$78.6K +$610 +25 +0.8%
MAS
556
MPWM Advisory Solutions
Georgia
$76.9K +$76.9K +3,156 New
HNW
557
High Note Wealth
Minnesota
$76.7K -$14.6K -600 -16%
AWM
558
AllSquare Wealth Management
New York
$75.4K +$48.8K +2,000 +183%
PPA
559
Painted Porch Advisors
California
$66.3K -$6.24K -256 -9%
RMP
560
Richards, Merrill & Peterson
Washington
$63.9K – – –
PCM
561
Perritt Capital Management
Illinois
$62K +$658 +27 +1%
GBT
562
Grove Bank & Trust
Florida
$61.2K +$61.2K +2,509 New
WTC
563
WhitTier Trust Company
Nevada
$60K -$11.8K -486 -16%
FFA
564
Founders Financial Alliance
North Carolina
$58.7K +$390 +16 +0.7%
CFP
565
Comprehensive Financial Planning
Pennsylvania
$56.8K +$609 +25 +1%
TCM
566
Tradewinds Capital Management
Washington
$55.4K +$98 +4 +0.2%
BTI
567
Blue Trust Inc
Georgia
$52.4K +$19.1K +783 +57%
FFWM
568
Future Financial Wealth Management
Ohio
$51.9K +$341 +14 +0.7%
FRA
569
Front Row Advisors
California
$45.7K -$9.75K -400 -18%
CIAS
570
Capital Investment Advisory Services
North Carolina
$43.4K -$2.05K -84 -5%
BAM
571
Bellevue Asset Management
Washington
$41.9K -$1.59K -65 -4%
WSFS
572
Wilmington Savings Fund Society
Delaware
$34.6K – – –
T
573
Transce3nd
Texas
$34.6K -$10.3K -421 -23%
NB
574
NBT Bank
New York
$33.7K – – –
GWM
575
GSB Wealth Management
Connecticut
$32.6K +$15.9K +654 +96%
21 22
23
24 25