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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
BIM
176
Breakwater Investment Management
Washington
$3.07M
QC
177
Quadrature Capital
United Kingdom
$3.03M
ES
178
ETF Store
Kansas
$3.02M
WA
179
WBH Advisory
Maryland
$3.01M
BPA
180
Beacon Pointe Advisors
California
$2.98M
LTL
181
Lowery Thomas LLC
California
$2.98M
AF
182
Allworth Financial
California
$2.97M
NFTC
183
North Forty Two & Co
Oregon
$2.95M
JBW
184
Journey Beyond Wealth
Georgia
$2.9M
TIM
185
Tortoise Investment Management
New York
$2.9M
LA
186
Lifeworks Advisors
Michigan
$2.85M
BI
187
Beckerman Institutional
New Jersey
$2.82M
DAS
188
Diversify Advisory Services
Utah
$2.8M
AAS
189
Ameritas Advisory Services
Nebraska
$2.8M
VFG
190
Valley Financial Group
Pennsylvania
$2.73M
VCA
191
Verdence Capital Advisors
Maryland
$2.72M
EF
192
Elite Financial
Idaho
$2.66M
BEI
193
Benjamin Edwards Inc
Missouri
$2.6M
IWB
194
Innovative Wealth Building
Maryland
$2.59M
SWM
195
SigFig Wealth Management
California
$2.57M
RWM
196
Rialto Wealth Management
New York
$2.57M
PPW
197
Pasadena Private Wealth
California
$2.55M
AIM
198
AHL Investment Management
Florida
$2.53M
GLR
199
Great Lakes Retirement
Ohio
$2.5M
RW
200
Rede Wealth
Virginia
$2.5M