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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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
+7
Holders Change %
+1.11%
% of All Funds
8.63%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.71%
New
71
Increased
266
Reduced
228
Closed
50
Calls
$2.53M
Puts
$935K
Net Calls
+$1.59M
Net Calls Change
+$1.31M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$35.3M
2
II
Inspire Investing
Idaho
+$22.7M
3
LA
LVW Advisors
New York
+$21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$15.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
GP
Greenline Partners
New York
-$82.3M
3
SCM
SCS Capital Management
Massachusetts
-$19M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.1M
5
MAM
Marotta Asset Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Calton & Associates
Florida
$2.91M +$1.92M +78,979 +195%
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$2.91M -$183K -7,531 -6%
IWB
178
Innovative Wealth Building
Maryland
$2.83M -$357K -14,677 -11%
LA
179
Lifeworks Advisors
Michigan
$2.8M +$207K +8,513 +8%
AIM
180
AHL Investment Management
Florida
$2.74M -$146K -5,985 -5%
GI
181
GLOBALT Investments
Georgia
$2.72M -$287K -11,806 -10%
DA
182
Dover Advisors
Virginia
$2.69M -$609K -25,040 -18%
RWM
183
Rialto Wealth Management
New York
$2.67M +$59.2K +2,434 +2%
AIM
184
Archer Investment Management
Texas
$2.63M -$932K -38,278 -26%
FAM
185
Frontier Asset Management
Wyoming
$2.59M -$2.61M -107,401 -50%
JFGLC
186
Johnson Financial Group LLC (Colorado)
Colorado
$2.51M -$119K -4,880 -5%
BCM
187
Birmingham Capital Management
Alabama
$2.51M – – –
CAG
188
Csenge Advisory Group
Florida
$2.42M +$393K +16,148 +19%
VFG
189
Valley Financial Group
Pennsylvania
$2.42M -$26.1K -1,071 -1%
CCA
190
Cobblestone Capital Advisors
New York
$2.41M -$240K -9,867 -9%
RW
191
Rede Wealth
Virginia
$2.39M -$150K -6,173 -6%
HA
192
Herold Advisors
New York
$2.38M +$112K +4,584 +5%
William Blair & Company
193
William Blair & Company
Illinois
$2.37M +$101K +4,167 +4%
BI
194
Beckerman Institutional
New Jersey
$2.37M +$173K +7,092 +8%
AAS
195
Asset Allocation Strategies
Michigan
$2.36M +$92.9K +3,818 +4%
MAM
196
McLean Asset Management
Virginia
$2.34M -$84.9K -3,486 -4%
FA
197
Fortis Advisors
Pennsylvania
$2.33M -$43.1K -1,770 -2%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$2.32M +$1.01M +41,627 +78%
LPAM
199
Lodestar Private Asset Management
California
$2.31M +$140K +5,771 +6%
BEI
200
Benjamin Edwards Inc
Missouri
$2.27M +$315K +12,947 +16%
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