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Schwab Short-Term US Treasury ETF

643 hedge funds and large institutions have $7.67B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 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 → $7.67B (+$227M)

0.27% less ownership

Funds ownership: 69.88%69.61% (-0.27%)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
Truist Financial
51
Truist Financial
North Carolina
$18.3M
JAG
52
Journey Advisory Group
Kentucky
$18M
CMP
53
Courage Miller Partners
Virginia
$17.7M
NG
54
Novem Group
New York
$16.4M
II
55
Inspire Investing
Idaho
$16M
JWM
56
JPL Wealth Management
Colorado
$15.8M
AFS
57
Access Financial Services
Minnesota
$15.5M
Raymond James Financial
58
Raymond James Financial
Florida
$15M
MSG
59
Main Street Group
Virginia
$15M
MWC
60
MBM Wealth Consultants
Missouri
$14.9M
RCA
61
Resonant Capital Advisors
Wisconsin
$14.4M
Bank of New York Mellon
62
Bank of New York Mellon
New York
$14.3M
PFA
63
Pure Financial Advisors
California
$14.1M
MAM
64
Marotta Asset Management
Virginia
$14M
WIA
65
World Investment Advisors
California
$14M
BA
66
Ballast Advisors
Minnesota
$13.9M
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$13.9M
ACM
68
AlphaStar Capital Management
North Carolina
$13.8M
AWE
69
Avidian Wealth Enterprises
Texas
$13.7M
AA
70
Alesco Advisors
New York
$13.7M
WA
71
Waverly Advisors
Alabama
$13.7M
CCM
72
Cloud Capital Management
Washington
$13.5M
TCM
73
Towneley Capital Management
California
$13M
NFG
74
Northeast Financial Group
Pennsylvania
$12.6M
BP
75
BWM Planning
Texas
$12.2M