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Schwab Short-Term US Treasury ETF

644 hedge funds and large institutions have $7.68B invested in Schwab Short-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 237 reducing their positions, and 50 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 → $7.68B (+$230M)

0.25% less ownership

Funds ownership: 69.88%69.64% (-0.25%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
QC
176
Quadrature Capital
United Kingdom
$3.03M
ES
177
ETF Store
Kansas
$3.02M
WA
178
WBH Advisory
Maryland
$3.01M
BPA
179
Beacon Pointe Advisors
California
$2.98M
LTL
180
Lowery Thomas LLC
California
$2.98M
AF
181
Allworth Financial
California
$2.97M
NFTC
182
North Forty Two & Co
Oregon
$2.95M
JBW
183
Journey Beyond Wealth
Georgia
$2.9M
TIM
184
Tortoise Investment Management
New York
$2.9M
LA
185
Lifeworks Advisors
Michigan
$2.85M
BI
186
Beckerman Institutional
New Jersey
$2.82M
DAS
187
Diversify Advisory Services
Utah
$2.8M
AAS
188
Ameritas Advisory Services
Nebraska
$2.8M
VFG
189
Valley Financial Group
Pennsylvania
$2.73M
VCA
190
Verdence Capital Advisors
Maryland
$2.72M
EF
191
Elite Financial
Idaho
$2.66M
BEI
192
Benjamin Edwards Inc
Missouri
$2.6M
IWB
193
Innovative Wealth Building
Maryland
$2.59M
SWM
194
SigFig Wealth Management
California
$2.57M
RWM
195
Rialto Wealth Management
New York
$2.57M
PPW
196
Pasadena Private Wealth
California
$2.55M
AIM
197
AHL Investment Management
Florida
$2.53M
GLR
198
Great Lakes Retirement
Ohio
$2.5M
RW
199
Rede Wealth
Virginia
$2.5M
LWA
200
Lantern Wealth Advisors
New York
$2.49M