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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
FGC
626
Financial Gravity Companies
Texas
$5.05K
PA
627
Parallel Advisors
California
$4.97K
ADL
628
Asset Dedication LLC
California
$4.12K
QCMNJ
629
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
TPWA
630
Twin Peaks Wealth Advisors
California
$3.65K
JWA
631
JFS Wealth Advisors
Pennsylvania
$3.51K
PWA
632
Principia Wealth Advisory
Texas
$3.1K
MA
633
Montag & Associates
Georgia
$2.88K
SWIM
634
Smallwood Wealth Investment Management
New Jersey
$2.36K
Simplex Trading
635
Simplex Trading
Illinois
$2K
SL
636
Salomon & Ludwin
Virginia
$1.84K
GPFA
637
Game Plan Financial Advisors
Ohio
$1.73K
MWA
638
Moser Wealth Advisors
Washington
$1.62K
KFI
639
Key Financial Inc
Pennsylvania
$1.56K
OW
640
Olistico Wealth
Oklahoma
$1K
NP
641
NorthRock Partners
Minnesota
$951
WWM
642
Wagner Wealth Management
South Carolina
$828
NRG
643
Nemes Rush Group
Michigan
$687
TFA
644
Transamerica Financial Advisors
Florida
$539
CIBC Private Wealth Group
645
CIBC Private Wealth Group
Georgia
$121
CMA
646
Cedar Mountain Advisors
Oregon
$92
IAS
647
IMA Advisory Services
Colorado
$4
WCF
648
West Coast Financial
California
FCI
649
Financial Counselors Inc
Kansas
Nisa Investment Advisors
650
Nisa Investment Advisors
Missouri