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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 %
HCM
151
Hutchinson Capital Management
California
$4.19M -$41.4K -1,699 -1%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$4.08M +$1.75M +71,932 +75%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4.05M +$1.9M +78,089 +89%
GHA
154
GW Henssler & Associates
Georgia
$4.02M +$138K +5,661 +4%
CCWA
155
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M -$151K -6,176 -4%
CKAIS
156
Christensen King & Associates Investment Services
Washington
$3.85M -$28.4K -1,166 -0.7%
EWA
157
ERTS Wealth Advisors
Michigan
$3.66M -$1.09M -44,632 -23%
CWA
158
Cornerstone Wealth Advisors
Minnesota
$3.64M +$102K +4,175 +3%
DFC
159
DBK Financial Counsel
Ohio
$3.55M +$222K +9,111 +7%
BCM
160
Brookstone Capital Management
Illinois
$3.48M -$15.7K -644 -0.4%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$3.39M -$178K -7,287 -5%
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$3.35M -$70.4K -2,888 -2%
PK
163
Pflug Koory
Nebraska
$3.31M +$1.18M +48,378 +55%
RSWA
164
Robinson Smith Wealth Advisors
Maine
$3.31M -$191K -7,851 -5%
CVM
165
Cheviot Value Management
California
$3.29M +$147K +6,034 +5%
IA
166
Inspire Advisors
Idaho
$3.26M +$1.4M +57,443 +75%
AIS
167
American Investment Services
Massachusetts
$3.24M +$215K +8,826 +7%
BAM
168
Berkshire Asset Management
Pennsylvania
$3.19M +$77.8K +3,192 +3%
SFA
169
Seneca Financial Advisors
New York
$3.13M -$2.04M -83,775 -40%
BC
170
Bulwark Capital
Florida
$3.08M +$3.08M +126,438 New
BIM
171
Breakwater Investment Management
Washington
$3.07M -$158K -6,490 -5%
QC
172
Quadrature Capital
United Kingdom
$3.03M +$2.66M +109,135 +727%
ES
173
ETF Store
Kansas
$3.02M -$166K -6,794 -5%
WA
174
WBH Advisory
Maryland
$3.01M -$83.3K -3,418 -3%
BPA
175
Beacon Pointe Advisors
California
$2.98M -$531K -21,767 -15%