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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

635 hedge funds and large institutions have $7.45B invested in Schwab Short-Term US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
651
Axxcess Wealth Management
California
– -$360K -14,960 Closed
FMC
652
First Merchants Corp
Indiana
– -$308K -12,800 Closed
SA
653
Seneschal Advisors
Washington
– -$269K -11,200 Closed
Susquehanna International Group
654
Susquehanna International Group
Pennsylvania
– -$268K -11,154 Closed
REMPR
655
Roof Eidam Maycock Peralta (REMP)
California
– -$247K -10,280 Closed
AQR Capital Management
656
AQR Capital Management
Connecticut
– -$230K -9,574 Closed
WC
657
Waterloo Capital
Texas
– -$225K -9,350 Closed
FWM
658
FFT Wealth Management
Pennsylvania
– -$222K -9,228 Closed
DWT
659
Dorsey & Whitney Trust
South Dakota
– -$212K -8,816 Closed
DWA
660
Delap Wealth Advisory
Oregon
– -$209K -8,706 Closed
MCM
661
Mengis Capital Management
Oregon
– -$202K -8,411 Closed
HH
662
Hilltop Holdings
Texas
– -$202K -8,406 Closed
WWA
663
Wingate Wealth Advisors
Massachusetts
– -$64.2K -2,670 Closed
FA
664
Fedenia Advisers
Wisconsin
– -$54K -2,244 Closed
MCM
665
MidAtlantic Capital Management
Virginia
– -$47.7K -1,984 Closed
CJ
666
Caitlin John
Michigan
– -$36.4K -1,512 Closed
AEPWM
667
Atlantic Edge Private Wealth Management
Florida
– -$30.6K -1,270 Closed
HI
668
Hendershot Investments
Virginia
– -$30.6K -1,270 Closed
AP
669
Aspect Partners
Virginia
– -$25.7K -1,068 Closed
PIS
670
POM Investment Strategies
North Carolina
– -$19.4K -806 Closed
PA
671
PSI Advisors
Florida
– -$18.9K -786 Closed
CFGS
672
Concourse Financial Group Securities
Alabama
– -$17.5K -726 Closed
MA
673
Modus Advisors
Minnesota
– -$17.4K -721 Closed
CCP
674
Clarkston Capital Partners
Michigan
– -$15.5K -644 Closed
Simplex Trading
675
Simplex Trading
Illinois
– -$11K -486 Closed
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