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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

637 hedge funds and large institutions have $7.64B 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, 234 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
8.55%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.62%
New
62
Increased
268
Reduced
234
Closed
50
Calls
$2.4M
Puts
$1.71M
Net Calls
+$690K
Net Calls Change
-$904K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$79.7M
2
SGAM
2
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$571M
4
MFT
4
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$494M
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$0
5
UCMOK
5
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
126
Matthew Hamilton Rosenberg
$5.92M -$1.58M -64,972 -21%
Goldman Sachs
127
Goldman Sachs
New York
$5.86M +$3.7M +151,934 +171%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$5.83M +$326K +13,368 +6%
FFN
129
Focus Financial Network
Minnesota
$5.8M +$1.11M +45,690 +24%
CMBA
130
C.M. Bidwell & Associates
Hawaii
$5.49M +$2.27M +93,244 +71%
Osaic Holdings
131
Osaic Holdings
Arizona
$5.42M -$809K -33,502 -13%
CB
132
Commerce Bank
Missouri
$5.42M +$1.27M +51,955 +31%
MWM
133
Maltin Wealth Management
New Jersey
$5.35M +$431K +17,687 +9%
HWM
134
HB Wealth Management
Georgia
$5.33M +$5.33M +218,518 New
MWM
135
Mission Wealth Management
California
$5.16M +$5.16M +211,762 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$5.15M -$504K -20,654 -9%
ICM
137
Islay Capital Management
Texas
$4.98M -$1.01M -41,545 -17%
SP
138
Successful Portfolios
Florida
$4.91M -$99.6K -4,085 -2%
ISWM
139
Independent Solutions Wealth Management
New York
$4.9M +$351K +14,391 +8%
PS
140
Principal Securities
Iowa
$4.86M +$3.13M +128,413 +181%
SHGA
141
Sand Hill Global Advisors
California
$4.77M +$4.77M +195,739 New
MPM
142
Meritage Portfolio Management
Kansas
$4.66M -$7.51K -308 -0.2%
VFS
143
Valpey Financial Services
New Hampshire
$4.61M +$4.61M +188,959 New
FF
144
Farrow Financial
Vermont
$4.43M +$91.8K +3,764 +2%
CHJWM
145
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.42M -$400K -16,468 -8%
BIA
146
Bigelow Investment Advisors
Maine
$4.42M +$1.37M +56,292 +45%
DWM
147
Dakota Wealth Management
Florida
$4.41M -$3.28M -134,370 -43%
HI
148
Harrington Investments
California
$4.41M -$40.7K -1,670 -0.9%
KPWS
149
Kestra Private Wealth Services
Texas
$4.21M -$88.5K -3,629 -2%
HCM
150
Hutchinson Capital Management
California
$4.19M -$41.4K -1,699 -1%
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