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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 %
WWM
76
WT Wealth Management
Arizona
$11.1M -$1.02M -42,099 -8%
WCA
77
Westover Capital Advisors
Delaware
$11M +$1.06M +43,668 +11%
AC
78
Apella Capital
Connecticut
$11M -$8.03M -330,862 -42%
MWP
79
Meridian Wealth Partners
Pennsylvania
$10.9M -$41.9K -1,722 -0.4%
Creative Planning
80
Creative Planning
Kansas
$10.8M -$93.3K -3,835 -0.9%
BlackRock
81
BlackRock
New York
$10M -$3.3M -135,493 -25%
FNT
82
First National Trust
Pennsylvania
$9.59M -$5.99M -246,238 -38%
PC
83
Prairiewood Capital
North Dakota
$9.54M +$529K +21,730 +6%
Mariner
84
Mariner
Kansas
$9.54M -$1.09M -44,692 -10%
SGAM
85
Stephens Group Asset Management
Arkansas
$9.5M -$9.65M -396,582 -50%
SIM
86
Sims Investment Management
Ohio
$9.43M +$844K +34,681 +10%
PWA
87
Peterson Wealth Advisors
Utah
$9.4M +$467K +19,187 +5%
MA
88
Mutual Advisors
Nebraska
$9.36M +$266K +10,905 +3%
ZRP
89
Zynergy Retirement Planning
New Jersey
$9.23M +$5.12M +212,705 +124%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$9.22M -$8.76M -359,787 -49%
AA
91
Alesco Advisors
New York
$8.95M +$39.9K +1,638 +0.4%
MOS
92
MGO One Seven
Ohio
$8.93M +$775K +31,839 +10%
RC
93
Roundview Capital
New Jersey
$8.92M -$213K -8,749 -2%
PAYA
94
Phil A. Younker & Associates
Alaska
$8.8M -$733K -30,106 -8%
ATI
95
Act Two Investors
California
$8.75M +$4.4M +180,663 +101%
SAS
96
SMI Advisory Services
Indiana
$8.51M +$1.23M +50,422 +17%
BP
97
BWM Planning
Texas
$8.45M +$894K +36,722 +12%
RWB
98
RMR Wealth Builders
New Jersey
$8.21M +$2.29M +94,172 +39%
HighTower Advisors
99
HighTower Advisors
Illinois
$8.17M +$1.92M +78,949 +31%
PPH
100
Pure Portfolios Holdings
Oregon
$8.13M +$145K +5,976 +2%
2 3
4
5 6