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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
NC
601
NewSquare Capital
Pennsylvania
$13.8K
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$13.2K
ME
603
McIlrath & Eck
Washington
$13.1K
CFB
604
Cullen/Frost Bankers
Texas
$13.1K
NS
605
NBC Securities
Alabama
$13K
RP
606
Rice Partnership
Hawaii
$12.8K
LFA
607
LGT Financial Advisors
Texas
$12K
WA
608
Whipplewood Advisors
Colorado
$11.5K
WP
609
WealthShield Partners
North Carolina
$11.3K
CFG
610
Chapman Financial Group
Hawaii
$10.6K
CI
611
Cordant Inc
Oregon
$10.1K
FGA
612
Fortis Group Advisors
New Jersey
$9.8K
GEA
613
Glen Eagle Advisors
New Jersey
$9.75K
AIA
614
Arcadia Investment Advisors
Idaho
$8.68K
MAWAG
615
Mid-American Wealth Advisory Group
Missouri
$7.9K
OPTFSNA
616
Old Point Trust & Financial Services N A
Virginia
$7.8K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$7.56K
SAM
618
Smartleaf Asset Management
Massachusetts
$7.43K
WIM
619
Westside Investment Management
California
$7.36K
CWM
620
Crowley Wealth Management
Delaware
$7.31K
SC
621
SouthState Corp
Florida
$7.07K
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$6.83K
PWA
623
Physician Wealth Advisors
Utah
$6.53K
MAFA
624
MJT & Associates Financial Advisory
Minnesota
$6.29K
BC
625
Barrett & Company
Rhode Island
$5.27K