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Schwab Short-Term US Treasury ETF

639 hedge funds and large institutions have $7.66B 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, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
8.57%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.64%
New
62
Increased
268
Reduced
236
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
626
JFS Wealth Advisors
Pennsylvania
$3.51K
PWA
627
Principia Wealth Advisory
Texas
$3.1K -$219 -9 -7%
MA
628
Montag & Associates
Georgia
$2.88K +$2.88K +118 New
Simplex Trading
629
Simplex Trading
Illinois
$2K +$2K +90 New
SL
630
Salomon & Ludwin
Virginia
$1.85K +$1.85K +76 New
GPFA
631
Game Plan Financial Advisors
Ohio
$1.73K +$24 +1 +1%
MWA
632
Moser Wealth Advisors
Washington
$1.62K
KFI
633
Key Financial Inc
Pennsylvania
$1.56K
OW
634
Olistico Wealth
Oklahoma
$1K
NP
635
NorthRock Partners
Minnesota
$951
WWM
636
Wagner Wealth Management
South Carolina
$828 -$26K -1,069 -97%
NRG
637
Nemes Rush Group
Michigan
$687 +$687 +28 New
TFA
638
Transamerica Financial Advisors
Florida
$539
CIBC Private Wealth Group
639
CIBC Private Wealth Group
Georgia
$121
CMA
640
Cedar Mountain Advisors
Oregon
$92
IAS
641
IMA Advisory Services
Colorado
$4 -$4
WCF
642
West Coast Financial
California
-$73.8M -3,033,672 Closed
FCI
643
Financial Counselors Inc
Kansas
-$29.2M -1,200,638 Closed
Nisa Investment Advisors
644
Nisa Investment Advisors
Missouri
-$18M -737,900 Closed
HC
645
Hamilton Capital
Ohio
-$4.72M -193,949 Closed
OFO
646
OneAscent Family Office
Alabama
-$4.41M -181,076 Closed
CLGM
647
Capitolis Liquid Global Markets
New York
-$3.27M -134,200 Closed
WG
648
Wealth Group
North Carolina
-$1.02M -41,804 Closed
SWP
649
Stratos Wealth Partners
Ohio
-$943K -38,740 Closed
BWP
650
Balboa Wealth Partners
Arizona
-$851K -34,976 Closed