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Schwab Short-Term US Treasury ETF

643 hedge funds and large institutions have $7.67B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 65 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 → $7.67B (+$227M)

0.27% less ownership

Funds ownership: 69.88%69.61% (-0.27%)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
PA
626
Parallel Advisors
California
$4.97K
ADL
627
Asset Dedication LLC
California
$4.12K
QCMNJ
628
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
TPWA
629
Twin Peaks Wealth Advisors
California
$3.65K
JWA
630
JFS Wealth Advisors
Pennsylvania
$3.51K
PWA
631
Principia Wealth Advisory
Texas
$3.1K
MA
632
Montag & Associates
Georgia
$2.88K
SWIM
633
Smallwood Wealth Investment Management
New Jersey
$2.36K
Simplex Trading
634
Simplex Trading
Illinois
$2K
SL
635
Salomon & Ludwin
Virginia
$1.84K
GPFA
636
Game Plan Financial Advisors
Ohio
$1.73K
MWA
637
Moser Wealth Advisors
Washington
$1.62K
KFI
638
Key Financial Inc
Pennsylvania
$1.56K
OW
639
Olistico Wealth
Oklahoma
$1K
NP
640
NorthRock Partners
Minnesota
$951
WWM
641
Wagner Wealth Management
South Carolina
$828
NRG
642
Nemes Rush Group
Michigan
$687
TFA
643
Transamerica Financial Advisors
Florida
$539
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$121
CMA
645
Cedar Mountain Advisors
Oregon
$92
IAS
646
IMA Advisory Services
Colorado
$4
WCF
647
West Coast Financial
California
FCI
648
Financial Counselors Inc
Kansas
Nisa Investment Advisors
649
Nisa Investment Advisors
Missouri
HC
650
Hamilton Capital
Ohio