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
TCM
576
Tradewinds Capital Management
Washington
$55.4K
BTI
577
Blue Trust Inc
Georgia
$52.4K
FFWM
578
Future Financial Wealth Management
Ohio
$51.9K
FRA
579
Front Row Advisors
California
$45.7K
CIAS
580
Capital Investment Advisory Services
North Carolina
$43.4K
BAM
581
Bellevue Asset Management
Washington
$41.9K
WSFS
582
Wilmington Savings Fund Society
Delaware
$34.6K
T
583
Transce3nd
Texas
$34.6K
NB
584
NBT Bank
New York
$33.7K
GWM
585
GSB Wealth Management
Connecticut
$32.6K
CA
586
CoreCap Advisors
Michigan
$29.3K
SIS
587
Sound Income Strategies
Florida
$28.8K
KSB
588
Kennebec Savings Bank
Maine
$26.9K
VFM
589
Vision Financial Markets
Connecticut
$24.4K
DJSG
590
D.J. St. Germain
Massachusetts
$23K
TVWM
591
Tower View Wealth Management
Wisconsin
$21.3K
NFSG
592
Newbridge Financial Services Group
Florida
$21.1K
BBPWM
593
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
BHWM
594
Beaird Harris Wealth Management
Texas
$20.2K
DAM
595
Delta Asset Management
Tennessee
$19.7K
FHA
596
First Horizon Advisors
Tennessee
$19.1K
AW
597
Avion Wealth
Texas
$19K
VFA
598
Valeo Financial Advisors
Indiana
$17.6K
RA
599
Rise Advisors
New York
$16.2K
Franklin Resources
600
Franklin Resources
California
$16.2K