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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
MFA
551
Morling Financial Advisors
California
$120K
EB
552
Eastern Bank
Massachusetts
$118K
CAL
553
Capital Analysts LLC
Pennsylvania
$114K
LB
554
Legacy Bridge
Iowa
$112K
FFO
555
Fortitude Family Office
Arizona
$106K
SWP
556
Strategic Wealth Partners
Ohio
$103K
FDCDDQ
557
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
AIM
558
Anchor Investment Management
South Carolina
$97K
CAM
559
Costello Asset Management
Pennsylvania
$93.3K
GC
560
Garde Capital
Washington
$78.8K
BWL
561
Bogart Wealth LLC
Virginia
$78.6K
MAS
562
MPWM Advisory Solutions
Georgia
$76.9K
HNW
563
High Note Wealth
Minnesota
$76.7K
AWM
564
AllSquare Wealth Management
New York
$75.4K
PPA
565
Painted Porch Advisors
California
$66.3K
RMP
566
Richards, Merrill & Peterson
Washington
$63.9K
PCM
567
Perritt Capital Management
Illinois
$62K
GBT
568
Grove Bank & Trust
Florida
$61.2K
WTC
569
WhitTier Trust Company
Nevada
$60K
FFA
570
Founders Financial Alliance
North Carolina
$58.7K
CFP
571
Comprehensive Financial Planning
Pennsylvania
$56.8K
TCM
572
Tradewinds Capital Management
Washington
$55.4K
BTI
573
Blue Trust Inc
Georgia
$52.4K
FFWM
574
Future Financial Wealth Management
Ohio
$51.9K
FRA
575
Front Row Advisors
California
$45.7K