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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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
8.56%
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

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$78.2M
2
SGAM
Stephens Group Asset Management
Arkansas
+$36.2M
3
Ameriprise
Ameriprise
Minnesota
+$30.6M
4
MFT
Moisand Fitzgerald Tamayo
Florida
+$28.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$47.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.5M
3
FCI
Financial Counselors Inc
Kansas
-$29.2M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$18M
5
UCMOK
United Capital Management of KS
Kansas
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTL
176
Lowery Thomas LLC
California
$2.98M -$68.3K -2,801 -2%
AF
177
Allworth Financial
California
$2.97M +$24K +985 +0.8%
NFTC
178
North Forty Two & Co
Oregon
$2.95M -$116K -4,754 -4%
JBW
179
Journey Beyond Wealth
Georgia
$2.9M -$706K -28,964 -20%
TIM
180
Tortoise Investment Management
New York
$2.9M -$305K -12,518 -10%
LA
181
Lifeworks Advisors
Michigan
$2.85M +$42.6K +1,749 +2%
BI
182
Beckerman Institutional
New Jersey
$2.82M +$448K +18,367 +19%
DAS
183
Diversify Advisory Services
Utah
$2.8M +$2.8M +115,078 New
AAS
184
Ameritas Advisory Services
Nebraska
$2.8M +$2.45M +100,603 +715%
VFG
185
Valley Financial Group
Pennsylvania
$2.73M +$312K +12,799 +13%
VCA
186
Verdence Capital Advisors
Maryland
$2.72M +$546K +22,406 +25%
EF
187
Elite Financial
Idaho
$2.66M +$1.74M +71,503 +188%
BEI
188
Benjamin Edwards Inc
Missouri
$2.6M +$328K +13,456 +14%
IWB
189
Innovative Wealth Building
Maryland
$2.59M -$246K -10,098 -9%
SWM
190
SigFig Wealth Management
California
$2.57M +$46.3K +1,900 +2%
RWM
191
Rialto Wealth Management
New York
$2.57M -$105K -4,318 -4%
PPW
192
Pasadena Private Wealth
California
$2.55M -$1.66M -68,111 -39%
AIM
193
AHL Investment Management
Florida
$2.53M -$209K -8,570 -8%
GLR
194
Great Lakes Retirement
Ohio
$2.5M +$246K +10,094 +11%
RW
195
Rede Wealth
Virginia
$2.5M +$101K +4,162 +4%
LWA
196
Lantern Wealth Advisors
New York
$2.49M +$2.49M +102,296 New
JFGLC
197
Johnson Financial Group LLC (Colorado)
Colorado
$2.49M -$27.1K -1,112 -1%
AAS
198
Asset Allocation Strategies
Michigan
$2.49M +$124K +5,087 +5%
GS
199
GTS Securities
New York
$2.48M +$1.76M +72,012 +244%
IA
200
IFP Advisors
Florida
$2.47M +$1.8M +73,918 +270%
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