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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$18M
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$18M
JAG
53
Journey Advisory Group
Kentucky
$17M
Raymond James Financial
54
Raymond James Financial
Florida
$16.3M
GGS
55
Galvin Gaustad & Stein
Arizona
$15.9M
AssetMark Inc
56
AssetMark Inc
California
$15.9M
NG
57
Novem Group
New York
$15.4M
RCA
58
Resonant Capital Advisors
Wisconsin
$15.2M
JWM
59
JPL Wealth Management
Colorado
$14.1M
MAM
60
Marotta Asset Management
Virginia
$14.1M
CCM
61
Cloud Capital Management
Washington
$14M
MWC
62
MBM Wealth Consultants
Missouri
$13.9M
TC
63
TownSquare Capital
Utah
$13.9M
PFA
64
Pure Financial Advisors
California
$13.9M
WIA
65
World Investment Advisors
California
$13.7M
WA
66
Waverly Advisors
Alabama
$13.4M
AWE
67
Avidian Wealth Enterprises
Texas
$13.3M
BA
68
Ballast Advisors
Minnesota
$13.1M
BWM
69
Brown Wealth Management
Illinois
$13.1M
VCM
70
Vivaldi Capital Management
Illinois
$12.9M
MSG
71
Main Street Group
Virginia
$12.4M
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$12.2M
BDF
73
Black Diamond Financial
Maryland
$12.2M
NFG
74
Northeast Financial Group
Pennsylvania
$11.9M
DWM
75
Diversify Wealth Management
Utah
$11.3M