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Schwab Short-Term US Treasury ETF

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
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.53M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
126
Red Tortoise LLC
Georgia
$5.58M
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$5.5M
GP
128
Greenline Partners
New York
$5.28M
SFA
129
Seneca Financial Advisors
New York
$5.16M
SP
130
Successful Portfolios
Florida
$5M
MWM
131
Maltin Wealth Management
New Jersey
$4.91M
CHJWM
132
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.84M
EWA
133
ERTS Wealth Advisors
Michigan
$4.74M
HC
134
Hamilton Capital
Ohio
$4.72M
FFN
135
Focus Financial Network
Minnesota
$4.67M
MPM
136
Meritage Portfolio Management
Kansas
$4.66M
ARC
137
Advisor Resource Council
Texas
$4.58M
ISWM
138
Independent Solutions Wealth Management
New York
$4.54M
Bank of New York Mellon
139
Bank of New York Mellon
New York
$4.54M
HI
140
Harrington Investments
California
$4.45M
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$4.44M
OFO
142
OneAscent Family Office
Alabama
$4.41M
FF
143
Farrow Financial
Vermont
$4.33M
KPWS
144
Kestra Private Wealth Services
Texas
$4.29M
HCM
145
Hutchinson Capital Management
California
$4.22M
PPW
146
Pasadena Private Wealth
California
$4.2M
CB
147
Commerce Bank
Missouri
$4.15M
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.08M
GHA
149
GW Henssler & Associates
Georgia
$3.88M
CKAIS
150
Christensen King & Associates Investment Services
Washington
$3.87M