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Schwab Short-Term US Treasury ETF

643 hedge funds and large institutions have $7.67B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 65 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 → $7.67B (+$227M)

0.27% less ownership

Funds ownership: 69.88%69.61% (-0.27%)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
BAM
576
Bellevue Asset Management
Washington
$41.9K
WSFS
577
Wilmington Savings Fund Society
Delaware
$34.6K
T
578
Transce3nd
Texas
$34.6K
NB
579
NBT Bank
New York
$33.7K
GWM
580
GSB Wealth Management
Connecticut
$32.6K
CA
581
CoreCap Advisors
Michigan
$29.3K
SIS
582
Sound Income Strategies
Florida
$28.8K
KSB
583
Kennebec Savings Bank
Maine
$26.9K
VFM
584
Vision Financial Markets
Connecticut
$24.4K
DJSG
585
D.J. St. Germain
Massachusetts
$23K
TVWM
586
Tower View Wealth Management
Wisconsin
$21.3K
NFSG
587
Newbridge Financial Services Group
Florida
$21.1K
BBPWM
588
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
BHWM
589
Beaird Harris Wealth Management
Texas
$20.2K
DAM
590
Delta Asset Management
Tennessee
$19.7K
FHA
591
First Horizon Advisors
Tennessee
$19.1K
AW
592
Avion Wealth
Texas
$19K
VFA
593
Valeo Financial Advisors
Indiana
$17.6K
RA
594
Rise Advisors
New York
$16.2K
Franklin Resources
595
Franklin Resources
California
$16.2K
VNA
596
Valley National Advisers
Pennsylvania
$16K
ABWM
597
Alpine Bank Wealth Management
Colorado
$15.5K
GSWM
598
Golden State Wealth Management
California
$15.2K
FVIM
599
Fort Vancouver Investment Management
Washington
$14.1K
NC
600
NewSquare Capital
Pennsylvania
$13.8K