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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 %
Truist Financial
51
Truist Financial
North Carolina
$18M -$499K -20,516 -3%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$18M +$15.1M +620,400 +528%
JAG
53
Journey Advisory Group
Kentucky
$17M +$10.4M +427,225 +157%
Raymond James Financial
54
Raymond James Financial
Florida
$16.3M +$675K +27,741 +4%
GGS
55
Galvin Gaustad & Stein
Arizona
$15.9M +$1.93M +79,377 +14%
AssetMark Inc
56
AssetMark Inc
California
$15.9M -$8.96M -368,130 -36%
NG
57
Novem Group
New York
$15.4M +$1.59M +65,244 +12%
RCA
58
Resonant Capital Advisors
Wisconsin
$15.2M +$763K +31,357 +5%
JWM
59
JPL Wealth Management
Colorado
$14.1M +$1.53M +62,688 +12%
MAM
60
Marotta Asset Management
Virginia
$14.1M -$13.4M -273,522 -49%
CCM
61
Cloud Capital Management
Washington
$14M +$14M +575,512 New
MWC
62
MBM Wealth Consultants
Missouri
$13.9M +$1.26M +51,907 +10%
TC
63
TownSquare Capital
Utah
$13.9M +$249K +10,220 +2%
PFA
64
Pure Financial Advisors
California
$13.9M -$318K -13,083 -2%
WIA
65
World Investment Advisors
California
$13.7M -$2.71M -111,275 -17%
WA
66
Waverly Advisors
Alabama
$13.4M +$1.4M +57,357 +12%
AWE
67
Avidian Wealth Enterprises
Texas
$13.3M +$3.57M +146,760 +37%
BA
68
Ballast Advisors
Minnesota
$13.1M +$205K +8,435 +2%
BWM
69
Brown Wealth Management
Illinois
$13.1M +$165K +6,759 +1%
VCM
70
Vivaldi Capital Management
Illinois
$12.9M +$2.28M +93,606 +22%
MSG
71
Main Street Group
Virginia
$12.4M +$664K +27,284 +6%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$12.2M +$493K +20,258 +4%
BDF
73
Black Diamond Financial
Maryland
$12.2M +$976K +40,085 +9%
NFG
74
Northeast Financial Group
Pennsylvania
$11.9M +$75K +3,083 +0.6%
DWM
75
Diversify Wealth Management
Utah
$11.3M -$416K -17,024 -4%
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