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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
551
Strategic Wealth Partners
Ohio
$103K +$103K +4,243 New
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
AIM
553
Anchor Investment Management
South Carolina
$97K
CAM
554
Costello Asset Management
Pennsylvania
$93.3K +$293 +12 +0.3%
GC
555
Garde Capital
Washington
$78.8K
BWL
556
Bogart Wealth LLC
Virginia
$78.6K +$610 +25 +0.8%
MAS
557
MPWM Advisory Solutions
Georgia
$76.9K +$76.9K +3,156 New
HNW
558
High Note Wealth
Minnesota
$76.7K -$14.6K -600 -16%
AWM
559
AllSquare Wealth Management
New York
$75.4K +$48.8K +2,000 +183%
PPA
560
Painted Porch Advisors
California
$66.3K -$6.24K -256 -9%
RMP
561
Richards, Merrill & Peterson
Washington
$63.9K
PCM
562
Perritt Capital Management
Illinois
$62K +$658 +27 +1%
GBT
563
Grove Bank & Trust
Florida
$61.2K +$61.2K +2,509 New
WTC
564
WhitTier Trust Company
Nevada
$60K -$11.8K -486 -16%
FFA
565
Founders Financial Alliance
North Carolina
$58.7K +$390 +16 +0.7%
CFP
566
Comprehensive Financial Planning
Pennsylvania
$56.8K +$609 +25 +1%
TCM
567
Tradewinds Capital Management
Washington
$55.4K +$98 +4 +0.2%
BTI
568
Blue Trust Inc
Georgia
$52.4K +$19.1K +783 +57%
FFWM
569
Future Financial Wealth Management
Ohio
$51.9K +$341 +14 +0.7%
FRA
570
Front Row Advisors
California
$45.7K -$9.75K -400 -18%
CIAS
571
Capital Investment Advisory Services
North Carolina
$43.4K -$2.05K -84 -5%
BAM
572
Bellevue Asset Management
Washington
$41.9K -$1.59K -65 -4%
WSFS
573
Wilmington Savings Fund Society
Delaware
$34.6K
T
574
Transce3nd
Texas
$34.6K -$10.3K -421 -23%
NB
575
NBT Bank
New York
$33.7K