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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 %
FTS
101
Fifth Third Securities
Ohio
$7.93M +$3.04M +124,725 +62%
US Bancorp
102
US Bancorp
Minnesota
$7.89M +$1.96M +80,398 +33%
HI
103
Harbour Investments
Wisconsin
$7.77M -$1.52M -62,615 -16%
DWM
104
Dakota Wealth Management
Florida
$7.68M -$545K -22,379 -7%
SC
105
Savant Capital
Illinois
$7.53M -$287K -11,783 -4%
APG
106
Abacus Planning Group
South Carolina
$7.52M -$10.4K -426 -0.1%
MHR
107
Matthew Hamilton Rosenberg
$7.49M +$645K +26,480 +9%
GSF
108
Grove Street Fiduciary
New Hampshire
$7.4M -$422K -17,322 -5%
DAS
109
Dynamic Advisor Solutions
Arizona
$7.35M +$7.35M +301,980 New
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$7.31M +$2.02M +82,987 +38%
EK
111
Evensky & Katz
Florida
$7.19M -$1.46M -59,817 -17%
FFA
112
Farther Finance Advisors
California
$6.83M -$3.29M -135,536 -33%
DIA
113
Dean Investment Associates
Ohio
$6.82M -$978K -40,177 -13%
CW
114
CreativeOne Wealth
Kansas
$6.53M +$288K +11,851 +5%
CFP
115
Curran Financial Partners
South Carolina
$6.3M +$682K +28,008 +12%
Osaic Holdings
116
Osaic Holdings
Arizona
$6.29M +$397K +16,302 +7%
SG
117
StoneX Group
New York
$6.2M -$933K -38,323 -13%
BFG
118
Bouchey Financial Group
New York
$6.01M +$436K +17,927 +8%
MIA
119
Milestone Investment Advisors
Wisconsin
$5.99M +$2.89M +118,853 +93%
ICM
120
Islay Capital Management
Texas
$5.98M +$3.55M +145,799 +146%
ABC
121
Associated Banc-Corp
Wisconsin
$5.9M -$27.5K -1,129 -0.5%
IWC
122
Integrated Wealth Concepts
Massachusetts
$5.85M +$270K +11,093 +5%
APC
123
Asset Planning Corporation
Tennessee
$5.79M +$571K +23,458 +11%
WAM
124
WNY Asset Management
New York
$5.74M +$1.74M +71,592 +44%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$5.65M -$326K -13,390 -5%
3 4
5
6 7