SCHO icon

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
PTC
551
Private Trust Company
Ohio
$137K
LFG
552
Larson Financial Group
Missouri
$127K
VWM
553
Vermillion Wealth Management
Minnesota
$123K
BF
554
BOK Financial
Oklahoma
$122K
MFA
555
Morling Financial Advisors
California
$120K
EB
556
Eastern Bank
Massachusetts
$118K
CAL
557
Capital Analysts LLC
Pennsylvania
$114K
LB
558
Legacy Bridge
Iowa
$112K
FFO
559
Fortitude Family Office
Arizona
$106K
SWP
560
Strategic Wealth Partners
Ohio
$103K
FDCDDQ
561
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
AIM
562
Anchor Investment Management
South Carolina
$97K
CAM
563
Costello Asset Management
Pennsylvania
$93.3K
GC
564
Garde Capital
Washington
$78.8K
BWL
565
Bogart Wealth LLC
Virginia
$78.6K
MAS
566
MPWM Advisory Solutions
Georgia
$76.9K
HNW
567
High Note Wealth
Minnesota
$76.7K
AWM
568
AllSquare Wealth Management
New York
$75.4K
PPA
569
Painted Porch Advisors
California
$66.3K
RMP
570
Richards, Merrill & Peterson
Washington
$63.9K
PCM
571
Perritt Capital Management
Illinois
$62K
GBT
572
Grove Bank & Trust
Florida
$61.2K
WTC
573
WhitTier Trust Company
Nevada
$60K
FFA
574
Founders Financial Alliance
North Carolina
$58.7K
CFP
575
Comprehensive Financial Planning
Pennsylvania
$56.8K