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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
SC
626
SouthState Corp
Florida
$7.07K
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$6.83K
PWA
628
Physician Wealth Advisors
Utah
$6.53K
MAFA
629
MJT & Associates Financial Advisory
Minnesota
$6.29K
BC
630
Barrett & Company
Rhode Island
$5.27K
FGC
631
Financial Gravity Companies
Texas
$5.05K
PA
632
Parallel Advisors
California
$4.97K
ADL
633
Asset Dedication LLC
California
$4.12K
QCMNJ
634
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
TPWA
635
Twin Peaks Wealth Advisors
California
$3.65K
JWA
636
JFS Wealth Advisors
Pennsylvania
$3.51K
PWA
637
Principia Wealth Advisory
Texas
$3.1K
MA
638
Montag & Associates
Georgia
$2.88K
SWIM
639
Smallwood Wealth Investment Management
New Jersey
$2.36K
Simplex Trading
640
Simplex Trading
Illinois
$2K
SL
641
Salomon & Ludwin
Virginia
$1.84K
GPFA
642
Game Plan Financial Advisors
Ohio
$1.73K
MWA
643
Moser Wealth Advisors
Washington
$1.62K
KFI
644
Key Financial Inc
Pennsylvania
$1.56K
OW
645
Olistico Wealth
Oklahoma
$1K
WWM
646
Wagner Wealth Management
South Carolina
$828
NRG
647
Nemes Rush Group
Michigan
$687
TFA
648
Transamerica Financial Advisors
Florida
$539
CIBC Private Wealth Group
649
CIBC Private Wealth Group
Georgia
$121
CMA
650
Cedar Mountain Advisors
Oregon
$92