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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 %
Fifth Third Bancorp
601
Fifth Third Bancorp
Ohio
$11.1K -$12.7K -520 -53%
RBC
602
Roble Belko & Company
Pennsylvania
$10K +$10K +414 New
FGA
603
Fortis Group Advisors
New Jersey
$9.79K – – –
GEA
604
Glen Eagle Advisors
New Jersey
$9.74K – – –
CI
605
Cordant Inc
Oregon
$9.23K +$657 +27 +8%
AIA
606
Arcadia Investment Advisors
Idaho
$8.67K -$9.64K -396 -53%
BA
607
Bristlecone Advisors
Washington
$8.23K +$8.23K +338 New
PFBT
608
Parkside Financial Bank & Trust
Missouri
$7.55K +$7.55K +310 New
WIM
609
Westside Investment Management
California
$7.35K – – –
CWM
610
Crowley Wealth Management
Delaware
$7.3K – – –
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$6.82K +$6.82K +280 New
PWA
612
Physician Wealth Advisors
Utah
$6.52K – – –
HR
613
Howe & Rusling
New York
$6.48K +$6.48K +266 New
MAFA
614
MJT & Associates Financial Advisory
Minnesota
$6.28K +$6.28K +258 New
WB
615
Webster Bank
Connecticut
$5.4K – – –
CA
616
Continuum Advisory
Idaho
$5.33K -$5.21K -214 -49%
BC
617
Barrett & Company
Rhode Island
$5.26K – – –
PA
618
Parallel Advisors
California
$4.97K -$30.6K -1,256 -86%
FGAM
619
Financial Gravity Asset Management
Texas
$4.75K +$4.75K +195 New
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$4.09K +$4.09K +168 New
ADL
621
Asset Dedication LLC
California
$4.09K +$24 +1 +0.6%
QCMNJ
622
Quantum Capital Management (New Jersey)
New Jersey
$3.8K – – –
JWA
623
JFS Wealth Advisors
Pennsylvania
$3.51K +$3.51K +144 New
PWA
624
Principia Wealth Advisory
Texas
$3.3K +$2.09K +86 +172%
CWP
625
Concord Wealth Partners
Virginia
$2.92K – – –
23 24
25
26 27