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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 %
RTL
126
Red Tortoise LLC
Georgia
$5.58M +$982K +40,345 +21%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$5.5M -$426K -17,504 -7%
GP
128
Greenline Partners
New York
$5.28M -$82.3M -624,437 -94%
SFA
129
Seneca Financial Advisors
New York
$5.16M -$33.3K -1,370 -0.6%
SP
130
Successful Portfolios
Florida
$5M +$53.4K +2,194 +1%
MWM
131
Maltin Wealth Management
New Jersey
$4.91M +$197K +8,075 +4%
CHJWM
132
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.84M -$569K -23,366 -11%
EWA
133
ERTS Wealth Advisors
Michigan
$4.74M +$28.8K +1,184 +0.6%
HC
134
Hamilton Capital
Ohio
$4.72M +$41.7K +1,713 +0.9%
FFN
135
Focus Financial Network
Minnesota
$4.67M +$102K +4,209 +2%
MPM
136
Meritage Portfolio Management
Kansas
$4.66M -$312K -12,802 -6%
ARC
137
Advisor Resource Council
Texas
$4.58M +$4.58M +197,327 New
ISWM
138
Independent Solutions Wealth Management
New York
$4.54M +$148K +6,074 +3%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$4.54M +$3.56M +146,092 +361%
HI
140
Harrington Investments
California
$4.45M -$23.1K -947 -0.5%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$4.44M +$4.42M +181,700 +24,291%
OFO
142
OneAscent Family Office
Alabama
$4.41M +$31.6K +1,300 +0.7%
FF
143
Farrow Financial
Vermont
$4.33M +$4.33M +177,986 New
KPWS
144
Kestra Private Wealth Services
Texas
$4.29M +$493K +20,267 +13%
HCM
145
Hutchinson Capital Management
California
$4.22M +$224K +9,216 +6%
PPW
146
Pasadena Private Wealth
California
$4.2M -$561K -23,060 -12%
CB
147
Commerce Bank
Missouri
$4.15M -$115K -4,724 -3%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.08M -$33.1K -1,359 -0.8%
GHA
149
GW Henssler & Associates
Georgia
$3.88M +$1.9M +78,129 +96%
CKAIS
150
Christensen King & Associates Investment Services
Washington
$3.87M +$100K +4,132 +3%
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