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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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$12M 490,641 -12,123 -2%
DWM
77
Diversify Wealth Management
Utah
$11.8M 486,704 +25,339 +5%
VCM
78
Vivaldi Capital Management
Illinois
$11.7M 478,649 -49,998 -9%
BDF
79
Black Diamond Financial
Maryland
$11.5M 471,055 -29,400 -6%
MWP
80
Meridian Wealth Partners
Pennsylvania
$11.5M 470,193 +22,801 +5%
PPH
81
Pure Portfolios Holdings
Oregon
$11M 451,998 +118,023 +35%
WCA
82
Westover Capital Advisors
Delaware
$11M 449,523 -4,197 -0.9%
RWB
83
RMR Wealth Builders
New Jersey
$10.9M 445,132 +107,768 +32%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$10.8M 444,031 +65,157 +17%
PC
85
Prairiewood Capital
North Dakota
$10.6M 435,102 +43,174 +11%
Creative Planning
86
Creative Planning
Kansas
$10.6M 434,959 -9,183 -2%
BWM
87
Brown Wealth Management
Illinois
$10.3M 422,850 -113,341 -21%
DI
88
Diligent Investors
California
$10M 410,300 +401,231 +4,424%
MA
89
Mutual Advisors
Nebraska
$9.94M 409,092 +25,058 +7%
US Bancorp
90
US Bancorp
Minnesota
$9.79M 401,506 +77,501 +24%
ATI
91
Act Two Investors
California
$9.63M 394,909 +35,306 +10%
FNT
92
First National Trust
Pennsylvania
$9.62M 394,510 +393 +0.1%
PWA
93
Peterson Wealth Advisors
Utah
$9.32M 382,422 -3,828 -1%
HighTower Advisors
94
HighTower Advisors
Illinois
$9.16M 375,574 +40,029 +12%
MOS
95
MGO One Seven
Ohio
$8.94M 366,612 -143 -0%
SIM
96
Sims Investment Management
Ohio
$8.87M 363,671 -23,887 -6%
FTS
97
Fifth Third Securities
Ohio
$8.81M 361,391 +35,538 +11%
RC
98
Roundview Capital
New Jersey
$8.78M 360,332 -6,246 -2%
SAS
99
SMI Advisory Services
Indiana
$8.69M 358,022 +8,228 +2%
AC
100
Apella Capital
Connecticut
$8.65M 356,834 -95,182 -21%
2 3
4
5 6