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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
Fifth Third Bancorp
601
Fifth Third Bancorp
Ohio
$13.2K
ME
602
McIlrath & Eck
Washington
$13.1K
CFB
603
Cullen/Frost Bankers
Texas
$13.1K
NS
604
NBC Securities
Alabama
$13K
RP
605
Rice Partnership
Hawaii
$12.8K
LFA
606
LGT Financial Advisors
Texas
$12K
WA
607
Whipplewood Advisors
Colorado
$11.5K
WP
608
WealthShield Partners
North Carolina
$11.3K
CFG
609
Chapman Financial Group
Hawaii
$10.6K
CI
610
Cordant Inc
Oregon
$10.1K
FGA
611
Fortis Group Advisors
New Jersey
$9.8K
GEA
612
Glen Eagle Advisors
New Jersey
$9.75K
AIA
613
Arcadia Investment Advisors
Idaho
$8.68K
MAWAG
614
Mid-American Wealth Advisory Group
Missouri
$7.9K
OPTFSNA
615
Old Point Trust & Financial Services N A
Virginia
$7.8K
PFBT
616
Parkside Financial Bank & Trust
Missouri
$7.56K
SAM
617
Smartleaf Asset Management
Massachusetts
$7.43K
WIM
618
Westside Investment Management
California
$7.36K
CWM
619
Crowley Wealth Management
Delaware
$7.31K
SC
620
SouthState Corp
Florida
$7.07K
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$6.83K
PWA
622
Physician Wealth Advisors
Utah
$6.53K
MAFA
623
MJT & Associates Financial Advisory
Minnesota
$6.29K
BC
624
Barrett & Company
Rhode Island
$5.27K
FGC
625
Financial Gravity Companies
Texas
$5.05K