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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
576
Old Point Trust & Financial Services N A
Virginia
$24.8K – – –
MFA
577
Morling Financial Advisors
California
$24.8K +$24.8K +1,020 New
VFM
578
Vision Financial Markets
Connecticut
$24.3K – – –
Russell Investments Group
579
Russell Investments Group
United Kingdom
$23K +$23K +946 New
DJSG
580
D.J. St. Germain
Massachusetts
$23K +$23K +944 New
NFSG
581
Newbridge Financial Services Group
Florida
$21K – – –
AAP
582
Arax Advisory Partners
Colorado
$20.6K +$7.23K +297 +54%
BBPWM
583
Blue Bell Private Wealth Management
Pennsylvania
$20.5K – – –
BHWM
584
Beaird Harris Wealth Management
Texas
$20.2K -$974 -40 -5%
DAM
585
Delta Asset Management
Tennessee
$19.7K – – –
1IA
586
1620 Investment Advisors
Massachusetts
$19.5K -$3.65K -150 -16%
FHA
587
First Horizon Advisors
Tennessee
$19.1K – – –
BBHC
588
Brown Brothers Harriman & Co
New York
$18.6K +$14.1K +578 +311%
CA
589
CoreCap Advisors
Michigan
$18.1K -$13.3K -546 -42%
GWM
590
GSB Wealth Management
Connecticut
$16.6K +$16.6K +682 New
Franklin Resources
591
Franklin Resources
California
$16.2K – – –
VNA
592
Valley National Advisers
Pennsylvania
$16K -$468 -20 -3%
RA
593
Rise Advisors
New York
$15.4K +$97 +4 +0.6%
FVIM
594
Fort Vancouver Investment Management
Washington
$14K +$243 +10 +2%
WCM
595
Weaver Capital Management
Georgia
$13.2K – – –
ME
596
McIlrath & Eck
Washington
$13.1K – – –
NS
597
NBC Securities
Alabama
$13K +$13K +535 New
CFB
598
Cullen/Frost Bankers
Texas
$12.9K +$97 +4 +0.8%
LFA
599
LGT Financial Advisors
Texas
$12K -$706 -29 -6%
WA
600
Whipplewood Advisors
Colorado
$11.4K +$11.3K +42,065 +8,950%
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