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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
CIAS
576
Capital Investment Advisory Services
North Carolina
$43.4K
BAM
577
Bellevue Asset Management
Washington
$41.9K
WSFS
578
Wilmington Savings Fund Society
Delaware
$34.6K
T
579
Transce3nd
Texas
$34.6K
NB
580
NBT Bank
New York
$33.7K
GWM
581
GSB Wealth Management
Connecticut
$32.6K
CA
582
CoreCap Advisors
Michigan
$29.3K
SIS
583
Sound Income Strategies
Florida
$28.8K
KSB
584
Kennebec Savings Bank
Maine
$26.9K
VFM
585
Vision Financial Markets
Connecticut
$24.4K
DJSG
586
D.J. St. Germain
Massachusetts
$23K
TVWM
587
Tower View Wealth Management
Wisconsin
$21.3K
NFSG
588
Newbridge Financial Services Group
Florida
$21.1K
BBPWM
589
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
BHWM
590
Beaird Harris Wealth Management
Texas
$20.2K
DAM
591
Delta Asset Management
Tennessee
$19.7K
FHA
592
First Horizon Advisors
Tennessee
$19.1K
AW
593
Avion Wealth
Texas
$19K
VFA
594
Valeo Financial Advisors
Indiana
$17.6K
RA
595
Rise Advisors
New York
$16.2K
Franklin Resources
596
Franklin Resources
California
$16.2K
VNA
597
Valley National Advisers
Pennsylvania
$16K
ABWM
598
Alpine Bank Wealth Management
Colorado
$15.5K
GSWM
599
Golden State Wealth Management
California
$15.2K
FVIM
600
Fort Vancouver Investment Management
Washington
$14.1K