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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 %
ABC
126
Associated Banc-Corp
Wisconsin
$6.03M +$128K +5,247 +2%
MHR
127
Matthew Hamilton Rosenberg
$5.92M -$1.58M -64,972 -21%
Goldman Sachs
128
Goldman Sachs
New York
$5.86M +$3.7M +151,934 +171%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$5.83M +$326K +13,368 +6%
FFN
130
Focus Financial Network
Minnesota
$5.8M +$1.11M +45,690 +24%
CMBA
131
C.M. Bidwell & Associates
Hawaii
$5.49M +$2.27M +93,244 +71%
Osaic Holdings
132
Osaic Holdings
Arizona
$5.42M -$809K -33,502 -13%
CB
133
Commerce Bank
Missouri
$5.42M +$1.27M +51,955 +31%
MWM
134
Maltin Wealth Management
New Jersey
$5.35M +$431K +17,687 +9%
HWM
135
HB Wealth Management
Georgia
$5.33M +$5.33M +218,518 New
MWM
136
Mission Wealth Management
California
$5.16M +$5.16M +211,762 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$5.15M -$504K -20,654 -9%
ICM
138
Islay Capital Management
Texas
$4.98M -$1.01M -41,545 -17%
SP
139
Successful Portfolios
Florida
$4.91M -$99.6K -4,085 -2%
ISWM
140
Independent Solutions Wealth Management
New York
$4.9M +$351K +14,391 +8%
PS
141
Principal Securities
Iowa
$4.86M +$3.13M +128,413 +181%
SHGA
142
Sand Hill Global Advisors
California
$4.77M +$4.77M +195,739 New
MPM
143
Meritage Portfolio Management
Kansas
$4.66M -$7.51K -308 -0.2%
VFS
144
Valpey Financial Services
New Hampshire
$4.61M +$4.61M +188,959 New
FF
145
Farrow Financial
Vermont
$4.43M +$91.8K +3,764 +2%
CHJWM
146
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.42M -$400K -16,468 -8%
BIA
147
Bigelow Investment Advisors
Maine
$4.42M +$1.37M +56,292 +45%
DWM
148
Dakota Wealth Management
Florida
$4.41M -$3.28M -134,370 -43%
HI
149
Harrington Investments
California
$4.41M -$40.7K -1,670 -0.9%
KPWS
150
Kestra Private Wealth Services
Texas
$4.21M -$88.5K -3,629 -2%