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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
CFG
676
Cooper Financial Group
California
Members Trust
677
Members Trust
Florida
BDFN
678
Bond & Devick Financial Network
Minnesota
LA
679
LexAurum Advisors
Kansas
WT
680
Washington Trust
Rhode Island
LCM
681
Logan Capital Management
Pennsylvania
AAM
682
Advisors Asset Management
Colorado
FW
683
Fairway Wealth
Ohio
GJIA
684
Glass Jacobson Investment Advisors
Maryland
SIM
685
Synergy Investment Management
Florida
CW
686
Cooksen Wealth
Texas
SWM
687
Spire Wealth Management
Virginia
VBA
688
von Borstel & Associates
Oregon
RF
689
Rossby Financial
Florida
Russell Investments Group
690
Russell Investments Group
United Kingdom
WCM
691
Weaver Capital Management
Georgia
RBC
692
Roble Belko & Company
Pennsylvania
BA
693
Bristlecone Advisors
Washington
HR
694
Howe & Rusling
New York
WB
695
Webster Bank
Connecticut
CA
696
Continuum Advisory
Idaho
AGWCA
697
Annis Gardner Whiting Capital Advisors
Florida
CWP
698
Concord Wealth Partners
Virginia
GWMI
699
Guardian Wealth Management (Illinois)
Illinois
TCOV
700
Trust Company of Vermont
Vermont