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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
CA
176
Calton & Associates
Florida
$2.91M
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$2.91M
IWB
178
Innovative Wealth Building
Maryland
$2.83M
LA
179
Lifeworks Advisors
Michigan
$2.8M
AIM
180
AHL Investment Management
Florida
$2.74M
GI
181
GLOBALT Investments
Georgia
$2.72M
DA
182
Dover Advisors
Virginia
$2.69M
RWM
183
Rialto Wealth Management
New York
$2.67M
AIM
184
Archer Investment Management
Texas
$2.63M
FAM
185
Frontier Asset Management
Wyoming
$2.59M
JFGLC
186
Johnson Financial Group LLC (Colorado)
Colorado
$2.51M
BCM
187
Birmingham Capital Management
Alabama
$2.51M
CAG
188
Csenge Advisory Group
Florida
$2.42M
VFG
189
Valley Financial Group
Pennsylvania
$2.42M
CCA
190
Cobblestone Capital Advisors
New York
$2.41M
RW
191
Rede Wealth
Virginia
$2.39M
HA
192
Herold Advisors
New York
$2.38M
William Blair & Company
193
William Blair & Company
Illinois
$2.37M
BI
194
Beckerman Institutional
New Jersey
$2.37M
AAS
195
Asset Allocation Strategies
Michigan
$2.36M
MAM
196
McLean Asset Management
Virginia
$2.34M
FA
197
Fortis Advisors
Pennsylvania
$2.33M
Baird Financial Group
198
Baird Financial Group
Wisconsin
$2.32M
LPAM
199
Lodestar Private Asset Management
California
$2.31M
BEI
200
Benjamin Edwards Inc
Missouri
$2.27M