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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
IWC
126
Integrated Wealth Concepts
Massachusetts
$6.16M
VA
127
VestGen Advisors
Illinois
$6.1M
ABC
128
Associated Banc-Corp
Wisconsin
$6.03M
MHR
129
Matthew Hamilton Rosenberg
$5.92M
Goldman Sachs
130
Goldman Sachs
New York
$5.86M
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.83M
FFN
132
Focus Financial Network
Minnesota
$5.8M
CMBA
133
C.M. Bidwell & Associates
Hawaii
$5.49M
Osaic Holdings
134
Osaic Holdings
Arizona
$5.42M
CB
135
Commerce Bank
Missouri
$5.42M
MWM
136
Maltin Wealth Management
New Jersey
$5.35M
HWM
137
HB Wealth Management
Georgia
$5.33M
MWM
138
Mission Wealth Management
California
$5.16M
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$5.15M
ICM
140
Islay Capital Management
Texas
$4.98M
SP
141
Successful Portfolios
Florida
$4.91M
ISWM
142
Independent Solutions Wealth Management
New York
$4.9M
PS
143
Principal Securities
Iowa
$4.86M
SHGA
144
Sand Hill Global Advisors
California
$4.77M
MPM
145
Meritage Portfolio Management
Kansas
$4.66M
VFS
146
Valpey Financial Services
New Hampshire
$4.61M
FF
147
Farrow Financial
Vermont
$4.43M
CHJWM
148
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.42M
BIA
149
Bigelow Investment Advisors
Maine
$4.42M
DWM
150
Dakota Wealth Management
Florida
$4.41M