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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
JBW
151
Journey Beyond Wealth
Georgia
$3.6M
SSWM
152
Sheets Smith Wealth Management
North Carolina
$3.56M
CWA
153
Cornerstone Wealth Advisors
Minnesota
$3.53M
BPA
154
Beacon Pointe Advisors
California
$3.51M
RSWA
155
Robinson Smith Wealth Advisors
Maine
$3.49M
BCM
156
Brookstone Capital Management
Illinois
$3.49M
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.41M
MML Investors Services
158
MML Investors Services
Massachusetts
$3.4M
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$3.39M
DFC
160
DBK Financial Counsel
Ohio
$3.32M
CLGM
161
Capitolis Liquid Global Markets
New York
$3.27M
BIM
162
Breakwater Investment Management
Washington
$3.22M
CMBA
163
C.M. Bidwell & Associates
Hawaii
$3.21M
TIM
164
Tortoise Investment Management
New York
$3.2M
ES
165
ETF Store
Kansas
$3.18M
CVM
166
Cheviot Value Management
California
$3.14M
BAM
167
Berkshire Asset Management
Pennsylvania
$3.1M
WA
168
WBH Advisory
Maryland
$3.09M
GWM
169
Geneos Wealth Management
Colorado
$3.07M
NFTC
170
North Forty Two & Co
Oregon
$3.06M
LTL
171
Lowery Thomas LLC
California
$3.04M
BIA
172
Bigelow Investment Advisors
Maine
$3.04M
AIS
173
American Investment Services
Massachusetts
$3.02M
NA
174
NewEdge Advisors
Louisiana
$2.99M
AF
175
Allworth Financial
California
$2.94M