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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 267 increasing their positions, 234 reducing their positions, and 50 closing their positions.

Holders
634
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.51%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.6%
New
62
Increased
267
Reduced
234
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$79.7M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$571M
4
MT
4
Midwest Trust
Kansas
$29.3M
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$79.1M

Top Sellers

1
WCF
1
West Coast Financial
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$59.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$494M
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$18.3M 749,505 +9,166 +1%
JAG
52
Journey Advisory Group
Kentucky
$18M 738,743 +39,829 +6%
CMP
53
Courage Miller Partners
Virginia
$17.7M 726,303 -30,835 -4%
NG
54
Novem Group
New York
$16.4M 671,643 +40,924 +6%
II
55
Inspire Investing
Idaho
$16M 655,590 -276,570 -30%
JWM
56
JPL Wealth Management
Colorado
$15.8M 648,752 +70,586 +12%
AFS
57
Access Financial Services
Minnesota
$15.5M 633,783 +610,888 +2,668%
Raymond James Financial
58
Raymond James Financial
Florida
$15M 615,689 -52,709 -8%
MSG
59
Main Street Group
Virginia
$15M 615,112 +105,968 +21%
MWC
60
MBM Wealth Consultants
Missouri
$14.9M 612,274 +39,555 +7%
RCA
61
Resonant Capital Advisors
Wisconsin
$14.4M 590,469 -32,742 -5%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$14.3M 585,777 +399,216 +214%
PFA
63
Pure Financial Advisors
California
$14.1M 577,136 +7,122 +1%
MAM
64
Marotta Asset Management
Virginia
$14M 573,096 +285,808 +99%
WIA
65
World Investment Advisors
California
$14M 572,558 +11,378 +2%
BA
66
Ballast Advisors
Minnesota
$13.9M 570,173 +30,629 +6%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$13.9M 569,603 +387,155 +212%
ACM
68
AlphaStar Capital Management
North Carolina
$13.8M 567,621 +567,621 New
AWE
69
Avidian Wealth Enterprises
Texas
$13.7M 563,358 +18,913 +3%
AA
70
Alesco Advisors
New York
$13.7M 561,392 +193,610 +53%
WA
71
Waverly Advisors
Alabama
$13.7M 560,748 +9,566 +2%
CCM
72
Cloud Capital Management
Washington
$13.5M 553,342 -22,170 -4%
TCM
73
Towneley Capital Management
California
$13M 535,171 -279,044 -34%
NFG
74
Northeast Financial Group
Pennsylvania
$12.6M 515,223 +27,490 +6%
BP
75
BWM Planning
Texas
$12.2M 499,090 +152,101 +44%
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