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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

638 hedge funds and large institutions have $7.65B 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, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.56%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
651
Total Clarity Wealth Management
Illinois
– -$687K -28,546 Closed
SPIO
652
Seven Post Investment Office
California
– -$614K -25,221 Closed
IG
653
Ithaka Group
Virginia
– -$527K -21,645 Closed
SIM
654
Studio Investment Management
Illinois
– -$497K -20,436 Closed
BFM
655
Boothbay Fund Management
New York
– -$487K -20,000 Closed
WAM
656
Worth Asset Management
Texas
– -$397K -16,297 Closed
CP
657
Capital Planning
Washington
– -$387K -15,918 Closed
NL
658
NWAM LLC
Washington
– -$374K -15,358 Closed
IF
659
IRON Financial
Illinois
– -$365K -15,004 Closed
GAA
660
Global Assets Advisory
Florida
– -$339K -13,938 Closed
GS
661
GWN Securities
Florida
– -$324K -13,292 Closed
KBFS
662
Kohmann Bosshard Financial Services
Ohio
– -$252K -10,353 Closed
MWM
663
Modera Wealth Management
New Jersey
– -$245K -10,065 Closed
IC
664
IEQ Capital
California
– -$234K -9,628 Closed
CFG
665
Cooper Financial Group
California
– -$220K -9,046 Closed
Members Trust
666
Members Trust
Florida
– -$212K -8,722 Closed
BDFN
667
Bond & Devick Financial Network
Minnesota
– -$207K -8,509 Closed
LA
668
LexAurum Advisors
Kansas
– -$201K -8,264 Closed
WT
669
Washington Trust
Rhode Island
– -$131K -5,400 Closed
LCM
670
Logan Capital Management
Pennsylvania
– -$122K -4,997 Closed
AAM
671
Advisors Asset Management
Colorado
– -$102K -4,196 Closed
FW
672
Fairway Wealth
Ohio
– -$62.7K -2,578 Closed
GJIA
673
Glass Jacobson Investment Advisors
Maryland
– -$38.6K -1,604 Closed
SIM
674
Synergy Investment Management
Florida
– -$31.8K -1,308 Closed
CW
675
Cooksen Wealth
Texas
– -$62.8K -1,302 Closed
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