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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 %
GWM
626
Guardian Wealth Management
Illinois
$2.77K -$2.68K -109 -49%
TCOV
627
Trust Company of Vermont
Vermont
$2.7K +$2.7K +111 New
GPFA
628
Game Plan Financial Advisors
Ohio
$1.71K – – –
MWA
629
Moser Wealth Advisors
Washington
$1.6K +$24 +1 +2%
KFI
630
Key Financial Inc
Pennsylvania
$1.56K – – –
TFA
631
Transamerica Financial Advisors
Florida
$1K – – –
OW
632
Olistico Wealth
Oklahoma
$998 +$998 +41 New
NP
633
NorthRock Partners
Minnesota
$949 -$42.7K -1,754 -98%
DF
634
Dunhill Financial
United Kingdom
$129 +$129 +14 New
CIBC Private Wealth Group
635
CIBC Private Wealth Group
Georgia
$121 – – –
CMA
636
Cedar Mountain Advisors
Oregon
$92 -$1.5K -65 -94%
IAS
637
IMA Advisory Services
Colorado
$4 – – –
BCP
638
Blackhawk Capital Partners
Wisconsin
– -$6.72M -279,289 Closed
AWS
639
Aspen Wealth Strategies
Colorado
– -$5.54M -230,076 Closed
EFS
640
Econ Financial Services
Pennsylvania
– -$1.66M -69,105 Closed
Bank of Nova Scotia
641
Bank of Nova Scotia
Ontario, Canada
– -$1.52M -63,000 Closed
Jane Street
642
Jane Street
New York
– -$1.51M -62,625 Closed
NW
643
Naviter Wealth
Arkansas
– -$1.01M -41,816 Closed
VFIC
644
Valley Forge Investment Consultants
Pennsylvania
– -$997K -41,445 Closed
OMC
645
Old Mission Capital
Illinois
– -$885K -36,800 Closed
WCM
646
Wealthcare Capital Management
Virginia
– -$785K -32,618 Closed
OP
647
ORG Partners
Indiana
– -$514K -21,363 Closed
HSA
648
HBK Sorce Advisory
Pennsylvania
– -$400K -16,620 Closed
RF
649
RHS Financial
California
– -$390K -16,229 Closed
CAAS
650
Capital Asset Advisory Services
Michigan
– -$361K -14,960 Closed
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