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Schwab Short-Term US Treasury ETF

643 hedge funds and large institutions have $7.67B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $7.45B → $7.67B (+$227M)

0.27% less ownership

Funds ownership: 69.88%69.61% (-0.27%)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
101
SMI Advisory Services
Indiana
$8.69M
AC
102
Apella Capital
Connecticut
$8.65M
MIA
103
Milestone Investment Advisors
Wisconsin
$8.27M
BlackRock
104
BlackRock
New York
$7.9M
EFH
105
Eaton Financial Holdings
Florida
$7.86M
PAYA
106
Phil A. Younker & Associates
Alaska
$7.72M
GP
107
Greenline Partners
New York
$7.63M
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$7.54M
APG
109
Abacus Planning Group
South Carolina
$7.49M
MML Investors Services
110
MML Investors Services
Massachusetts
$7.31M
GSF
111
Grove Street Fiduciary
New Hampshire
$7.26M
HI
112
Harbour Investments
Wisconsin
$6.95M
Jane Street
113
Jane Street
New York
$6.93M
Mariner
114
Mariner
Kansas
$6.92M
RTL
115
Red Tortoise LLC
Georgia
$6.61M
SC
116
Savant Capital
Illinois
$6.6M
MWP
117
Momentum Wealth Planning
Florida
$6.58M
EK
118
Evensky & Katz
Florida
$6.53M
CW
119
CreativeOne Wealth
Kansas
$6.52M
APC
120
Asset Planning Corporation
Tennessee
$6.48M
SG
121
StoneX Group
New York
$6.42M
WAM
122
WNY Asset Management
New York
$6.39M
FFA
123
Farther Finance Advisors
California
$6.33M
DIA
124
Dean Investment Associates
Ohio
$6.25M
DAS
125
Dynamic Advisor Solutions
Arizona
$6.18M