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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
626
Principia Wealth Advisory
Texas
$3.1K -$219 -9 -7%
MA
627
Montag & Associates
Georgia
$2.88K +$2.88K +118 New
Simplex Trading
628
Simplex Trading
Illinois
$2K +$2K +90 New
SL
629
Salomon & Ludwin
Virginia
$1.85K +$1.85K +76 New
GPFA
630
Game Plan Financial Advisors
Ohio
$1.73K +$24 +1 +1%
MWA
631
Moser Wealth Advisors
Washington
$1.62K – – –
KFI
632
Key Financial Inc
Pennsylvania
$1.56K – – –
OW
633
Olistico Wealth
Oklahoma
$1K – – –
NP
634
NorthRock Partners
Minnesota
$951 – – –
WWM
635
Wagner Wealth Management
South Carolina
$828 -$26K -1,069 -97%
NRG
636
Nemes Rush Group
Michigan
$687 +$687 +28 New
TFA
637
Transamerica Financial Advisors
Florida
$539 – – –
CIBC Private Wealth Group
638
CIBC Private Wealth Group
Georgia
$121 – – –
CMA
639
Cedar Mountain Advisors
Oregon
$92 – – –
IAS
640
IMA Advisory Services
Colorado
$4 -$4 – –
WCF
641
West Coast Financial
California
– -$73.8M -3,033,672 Closed
FCI
642
Financial Counselors Inc
Kansas
– -$29.2M -1,200,638 Closed
Nisa Investment Advisors
643
Nisa Investment Advisors
Missouri
– -$18M -737,900 Closed
HC
644
Hamilton Capital
Ohio
– -$4.72M -193,949 Closed
OFO
645
OneAscent Family Office
Alabama
– -$4.41M -181,076 Closed
CLGM
646
Capitolis Liquid Global Markets
New York
– -$3.27M -134,200 Closed
WG
647
Wealth Group
North Carolina
– -$1.02M -41,804 Closed
SWP
648
Stratos Wealth Partners
Ohio
– -$943K -38,740 Closed
BWP
649
Balboa Wealth Partners
Arizona
– -$851K -34,976 Closed
SL
650
SWMG LLC
Texas
– -$700K -28,712 Closed
24 25
26
27 28