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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
VNA
601
Valley National Advisers
Pennsylvania
$16K
ABWM
602
Alpine Bank Wealth Management
Colorado
$15.5K
GSWM
603
Golden State Wealth Management
California
$15.2K
FVIM
604
Fort Vancouver Investment Management
Washington
$14.1K
NC
605
NewSquare Capital
Pennsylvania
$13.8K
TAM
606
Tucker Asset Management
Colorado
$13.4K
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$13.2K
ME
608
McIlrath & Eck
Washington
$13.1K
CFB
609
Cullen/Frost Bankers
Texas
$13.1K
NS
610
NBC Securities
Alabama
$13K
RP
611
Rice Partnership
Hawaii
$12.8K
LFA
612
LGT Financial Advisors
Texas
$12K
WA
613
Whipplewood Advisors
Colorado
$11.5K
WP
614
WealthShield Partners
North Carolina
$11.3K
CFG
615
Chapman Financial Group
Hawaii
$10.6K
CI
616
Cordant Inc
Oregon
$10.1K
FGA
617
Fortis Group Advisors
New Jersey
$9.8K
GEA
618
Glen Eagle Advisors
New Jersey
$9.75K
AIA
619
Arcadia Investment Advisors
Idaho
$8.68K
MAWAG
620
Mid-American Wealth Advisory Group
Missouri
$7.9K
OPTFSNA
621
Old Point Trust & Financial Services N A
Virginia
$7.8K
PFBT
622
Parkside Financial Bank & Trust
Missouri
$7.56K
SAM
623
Smartleaf Asset Management
Massachusetts
$7.43K
WIM
624
Westside Investment Management
California
$7.36K
CWM
625
Crowley Wealth Management
Delaware
$7.31K