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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
576
CoreCap Advisors
Michigan
$29.3K +$11.2K +458 +62%
SIS
577
Sound Income Strategies
Florida
$28.8K +$488 +20 +2%
KSB
578
Kennebec Savings Bank
Maine
$26.9K -$439 -18 -2%
VFM
579
Vision Financial Markets
Connecticut
$24.4K – – –
DJSG
580
D.J. St. Germain
Massachusetts
$23K – – –
TVWM
581
Tower View Wealth Management
Wisconsin
$21.3K -$30.4K -1,247 -59%
NFSG
582
Newbridge Financial Services Group
Florida
$21.1K – – –
BBPWM
583
Blue Bell Private Wealth Management
Pennsylvania
$20.6K – – –
BHWM
584
Beaird Harris Wealth Management
Texas
$20.2K – – –
DAM
585
Delta Asset Management
Tennessee
$19.7K – – –
FHA
586
First Horizon Advisors
Tennessee
$19.1K – – –
AW
587
Avion Wealth
Texas
$19K -$12.9K -528 -40%
VFA
588
Valeo Financial Advisors
Indiana
$17.6K +$17.6K +12,926 New
RA
589
Rise Advisors
New York
$16.2K +$805 +33 +5%
Franklin Resources
590
Franklin Resources
California
$16.2K – – –
VNA
591
Valley National Advisers
Pennsylvania
$16K – – –
ABWM
592
Alpine Bank Wealth Management
Colorado
$15.5K +$15.5K +636 New
GSWM
593
Golden State Wealth Management
California
$15.2K -$11K -453 -42%
FVIM
594
Fort Vancouver Investment Management
Washington
$14.1K +$122 +5 +0.9%
NC
595
NewSquare Capital
Pennsylvania
$13.8K +$13.8K +564 New
Fifth Third Bancorp
596
Fifth Third Bancorp
Ohio
$13.2K +$2.1K +86 +19%
ME
597
McIlrath & Eck
Washington
$13.1K – – –
CFB
598
Cullen/Frost Bankers
Texas
$13.1K +$122 +5 +0.9%
NS
599
NBC Securities
Alabama
$13K – – –
RP
600
Rice Partnership
Hawaii
$12.8K +$12.8K +526 New
22 23
24
25 26