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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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$12M -$296K -12,123 -2%
DWM
77
Diversify Wealth Management
Utah
$11.8M +$616K +25,339 +5%
VCM
78
Vivaldi Capital Management
Illinois
$11.7M -$1.22M -49,998 -9%
BDF
79
Black Diamond Financial
Maryland
$11.5M -$717K -29,400 -6%
MWP
80
Meridian Wealth Partners
Pennsylvania
$11.5M +$556K +22,801 +5%
PPH
81
Pure Portfolios Holdings
Oregon
$11M +$2.88M +118,023 +35%
WCA
82
Westover Capital Advisors
Delaware
$11M -$102K -4,197 -0.9%
RWB
83
RMR Wealth Builders
New Jersey
$10.9M +$2.63M +107,768 +32%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$10.8M +$1.59M +65,157 +17%
PC
85
Prairiewood Capital
North Dakota
$10.6M +$1.05M +43,174 +11%
Creative Planning
86
Creative Planning
Kansas
$10.6M -$224K -9,183 -2%
BWM
87
Brown Wealth Management
Illinois
$10.3M -$2.76M -113,341 -21%
DI
88
Diligent Investors
California
$10M +$9.78M +401,231 +4,424%
MA
89
Mutual Advisors
Nebraska
$9.94M +$609K +25,058 +7%
US Bancorp
90
US Bancorp
Minnesota
$9.79M +$1.89M +77,501 +24%
ATI
91
Act Two Investors
California
$9.63M +$861K +35,306 +10%
FNT
92
First National Trust
Pennsylvania
$9.62M +$9.58K +393 +0.1%
PWA
93
Peterson Wealth Advisors
Utah
$9.32M -$93.3K -3,828 -1%
HighTower Advisors
94
HighTower Advisors
Illinois
$9.16M +$976K +40,029 +12%
ZRP
95
Zynergy Retirement Planning
New Jersey
$9.14M -$210K -8,614 -2%
MOS
96
MGO One Seven
Ohio
$8.94M -$3.49K -143 -0%
SIM
97
Sims Investment Management
Ohio
$8.87M -$582K -23,887 -6%
FTS
98
Fifth Third Securities
Ohio
$8.81M +$866K +35,538 +11%
RC
99
Roundview Capital
New Jersey
$8.78M -$152K -6,246 -2%
SAS
100
SMI Advisory Services
Indiana
$8.69M +$200K +8,228 +2%