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Schwab Short-Term US Treasury ETF

648 hedge funds and large institutions have $7.69B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 51 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 → $7.69B (+$236M)

0.2% less ownership

Funds ownership: 69.91%69.71% (-0.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
DWM
151
Dakota Wealth Management
Florida
$4.41M
HI
152
Harrington Investments
California
$4.41M
KPWS
153
Kestra Private Wealth Services
Texas
$4.21M
HCM
154
Hutchinson Capital Management
California
$4.19M
Baird Financial Group
155
Baird Financial Group
Wisconsin
$4.08M
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$4.05M
GHA
157
GW Henssler & Associates
Georgia
$4.02M
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M
CKAIS
159
Christensen King & Associates Investment Services
Washington
$3.85M
GCG
160
Gilbert Capital Group
Maine
$3.69M
EWA
161
ERTS Wealth Advisors
Michigan
$3.66M
CWA
162
Cornerstone Wealth Advisors
Minnesota
$3.64M
DFC
163
DBK Financial Counsel
Ohio
$3.55M
BCM
164
Brookstone Capital Management
Illinois
$3.48M
SSWM
165
Sheets Smith Wealth Management
North Carolina
$3.39M
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$3.35M
PK
167
Pflug Koory
Nebraska
$3.31M
RSWA
168
Robinson Smith Wealth Advisors
Maine
$3.31M
CVM
169
Cheviot Value Management
California
$3.29M
IA
170
Inspire Advisors
Idaho
$3.26M
AIS
171
American Investment Services
Massachusetts
$3.24M
BAM
172
Berkshire Asset Management
Pennsylvania
$3.19M
AIA
173
Aventus Investment Advisors
Florida
$3.18M
SFA
174
Seneca Financial Advisors
New York
$3.13M
BC
175
Bulwark Capital
Florida
$3.08M