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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
HI
151
Harrington Investments
California
$4.41M
KPWS
152
Kestra Private Wealth Services
Texas
$4.21M
HCM
153
Hutchinson Capital Management
California
$4.19M
Baird Financial Group
154
Baird Financial Group
Wisconsin
$4.08M
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$4.05M
GHA
156
GW Henssler & Associates
Georgia
$4.02M
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M
CKAIS
158
Christensen King & Associates Investment Services
Washington
$3.85M
GCG
159
Gilbert Capital Group
Maine
$3.69M
EWA
160
ERTS Wealth Advisors
Michigan
$3.66M
CWA
161
Cornerstone Wealth Advisors
Minnesota
$3.64M
DFC
162
DBK Financial Counsel
Ohio
$3.55M
BCM
163
Brookstone Capital Management
Illinois
$3.48M
SSWM
164
Sheets Smith Wealth Management
North Carolina
$3.39M
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$3.35M
PK
166
Pflug Koory
Nebraska
$3.31M
RSWA
167
Robinson Smith Wealth Advisors
Maine
$3.31M
CVM
168
Cheviot Value Management
California
$3.29M
IA
169
Inspire Advisors
Idaho
$3.26M
AIS
170
American Investment Services
Massachusetts
$3.24M
BAM
171
Berkshire Asset Management
Pennsylvania
$3.19M
AIA
172
Aventus Investment Advisors
Florida
$3.18M
SFA
173
Seneca Financial Advisors
New York
$3.13M
BC
174
Bulwark Capital
Florida
$3.08M
BIM
175
Breakwater Investment Management
Washington
$3.07M