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Schwab Short-Term US Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
601
LGT Financial Advisors
Texas
$12K
WA
602
Whipplewood Advisors
Colorado
$11.5K -$1.03M -42,065 -99%
WP
603
WealthShield Partners
North Carolina
$11.3K +$11.3K +464 New
CFG
604
Chapman Financial Group
Hawaii
$10.6K +$10.6K +436 New
CI
605
Cordant Inc
Oregon
$10.1K +$878 +36 +9%
FGA
606
Fortis Group Advisors
New Jersey
$9.8K
GEA
607
Glen Eagle Advisors
New Jersey
$9.75K
AIA
608
Arcadia Investment Advisors
Idaho
$8.68K
MAWAG
609
Mid-American Wealth Advisory Group
Missouri
$7.9K +$7.9K +324 New
OPTFSNA
610
Old Point Trust & Financial Services N A
Virginia
$7.8K -$17.1K -700 -69%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$7.56K
SAM
612
Smartleaf Asset Management
Massachusetts
$7.44K -$162K -6,666 -96%
WIM
613
Westside Investment Management
California
$7.36K
CWM
614
Crowley Wealth Management
Delaware
$7.31K
SC
615
SouthState Corp
Florida
$7.07K +$7.07K +290 New
OSAM
616
O'Shaughnessy Asset Management
Connecticut
$6.83K
PWA
617
Physician Wealth Advisors
Utah
$6.53K
MAFA
618
MJT & Associates Financial Advisory
Minnesota
$6.29K
BC
619
Barrett & Company
Rhode Island
$5.27K
FGC
620
Financial Gravity Companies
Texas
$5.05K +$5.05K +207 New
PA
621
Parallel Advisors
California
$4.97K
ADL
622
Asset Dedication LLC
California
$4.12K +$24 +1 +0.6%
QCMNJ
623
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
TPWA
624
Twin Peaks Wealth Advisors
California
$3.65K +$3.65K +150 New
JWA
625
JFS Wealth Advisors
Pennsylvania
$3.51K