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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 %
AC
101
Apella Capital
Connecticut
$8.65M -$2.31M -95,182 -21%
MIA
102
Milestone Investment Advisors
Wisconsin
$8.27M +$2.27M +93,212 +38%
BlackRock
103
BlackRock
New York
$7.9M -$2.11M -86,742 -21%
EFH
104
Eaton Financial Holdings
Florida
$7.86M +$7.86M +322,290 New
PAYA
105
Phil A. Younker & Associates
Alaska
$7.72M -$1.1M -44,942 -12%
GP
106
Greenline Partners
New York
$7.63M +$6.66M +273,042 +682%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$7.54M +$217K +8,890 +3%
APG
108
Abacus Planning Group
South Carolina
$7.49M -$44.4K -1,823 -0.6%
MML Investors Services
109
MML Investors Services
Massachusetts
$7.31M +$3.9M +160,109 +115%
GSF
110
Grove Street Fiduciary
New Hampshire
$7.26M -$151K -6,196 -2%
HI
111
Harbour Investments
Wisconsin
$6.95M -$833K -34,182 -11%
Jane Street
112
Jane Street
New York
$6.93M +$6.93M +284,093 New
Mariner
113
Mariner
Kansas
$6.92M -$2.64M -108,206 -28%
RTL
114
Red Tortoise LLC
Georgia
$6.61M +$1.02M +41,880 +18%
SC
115
Savant Capital
Illinois
$6.6M -$940K -38,572 -12%
EK
116
Evensky & Katz
Florida
$6.53M -$673K -27,587 -9%
CW
117
CreativeOne Wealth
Kansas
$6.52M -$17.9K -735 -0.3%
APC
118
Asset Planning Corporation
Tennessee
$6.48M +$683K +28,025 +12%
SG
119
StoneX Group
New York
$6.42M +$211K +8,637 +3%
WAM
120
WNY Asset Management
New York
$6.39M +$645K +26,466 +11%
FFA
121
Farther Finance Advisors
California
$6.33M -$529K -21,703 -8%
DIA
122
Dean Investment Associates
Ohio
$6.25M -$580K -23,775 -8%
DAS
123
Dynamic Advisor Solutions
Arizona
$6.18M -$1.18M -48,370 -16%
IWC
124
Integrated Wealth Concepts
Massachusetts
$6.16M +$295K +12,089 +5%
VA
125
VestGen Advisors
Illinois
$6.1M +$6.1M +250,018 New