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Schwab Short-Term US Treasury ETF

638 hedge funds and large institutions have $7.65B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 235 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+3
Holders Change %
+0.47%
% of All Funds
8.55%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.63%
New
62
Increased
268
Reduced
235
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$18.3M +$223K +9,166 +1%
JAG
52
Journey Advisory Group
Kentucky
$18M +$971K +39,829 +6%
CMP
53
Courage Miller Partners
Virginia
$17.7M -$752K -30,835 -4%
NG
54
Novem Group
New York
$16.4M +$998K +40,924 +6%
II
55
Inspire Investing
Idaho
$16M -$6.74M -276,570 -30%
JWM
56
JPL Wealth Management
Colorado
$15.8M +$1.72M +70,586 +12%
AFS
57
Access Financial Services
Minnesota
$15.5M +$14.9M +610,888 +2,668%
Raymond James Financial
58
Raymond James Financial
Florida
$15M -$1.29M -52,709 -8%
MSG
59
Main Street Group
Virginia
$15M +$2.58M +105,968 +21%
MWC
60
MBM Wealth Consultants
Missouri
$14.9M +$964K +39,555 +7%
RCA
61
Resonant Capital Advisors
Wisconsin
$14.4M -$798K -32,742 -5%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$14.3M +$9.73M +399,216 +214%
PFA
63
Pure Financial Advisors
California
$14.1M +$174K +7,122 +1%
MAM
64
Marotta Asset Management
Virginia
$14M +$6.97M +285,808 +99%
WIA
65
World Investment Advisors
California
$14M +$277K +11,378 +2%
BA
66
Ballast Advisors
Minnesota
$13.9M +$747K +30,629 +6%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$13.9M +$9.44M +387,155 +212%
ACM
68
AlphaStar Capital Management
North Carolina
$13.8M +$13.8M +567,621 New
AWE
69
Avidian Wealth Enterprises
Texas
$13.7M +$461K +18,913 +3%
AA
70
Alesco Advisors
New York
$13.7M +$4.72M +193,610 +53%
WA
71
Waverly Advisors
Alabama
$13.7M +$233K +9,566 +2%
CCM
72
Cloud Capital Management
Washington
$13.5M -$539K -22,170 -4%
TCM
73
Towneley Capital Management
California
$13M -$6.8M -279,044 -34%
NFG
74
Northeast Financial Group
Pennsylvania
$12.6M +$670K +27,490 +6%
BP
75
BWM Planning
Texas
$12.2M +$3.71M +152,101 +44%