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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
$79.7M
2
SGAM
Stephens Group Asset Management
Arkansas
$45.8M
3
Ameriprise
Ameriprise
Minnesota
$571M
4
MFT
Moisand Fitzgerald Tamayo
Florida
$79.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$59.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$494M
3
FCI
Financial Counselors Inc
Kansas
$0
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
5
UCMOK
United Capital Management of KS
Kansas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
201
Herold Advisors
New York
$2.46M +$78.8K +3,231 +3%
Citadel Advisors
202
Citadel Advisors
Florida
$2.45M +$1.27M +52,056 +108%
GI
203
GLOBALT Investments
Georgia
$2.44M -$280K -11,491 -10%
CCA
204
Cobblestone Capital Advisors
New York
$2.43M +$10.3K +422 +0.4%
VT
205
Vise Technologies
New York
$2.42M +$2.42M +99,091 New
CAG
206
Csenge Advisory Group
Florida
$2.4M -$14.7K -605 -0.6%
NA
207
NewEdge Advisors
Louisiana
$2.39M -$603K -24,723 -20%
TRCT
208
Tower Research Capital (TRC)
New York
$2.38M +$1.84M +75,286 +338%
LPAM
209
Lodestar Private Asset Management
California
$2.35M +$37.7K +1,547 +2%
William Blair & Company
210
William Blair & Company
Illinois
$2.34M -$34.1K -1,400 -1%
PRS
211
Pinkerton Retirement Specialists
Idaho
$2.27M +$289K +11,867 +15%
MAM
212
McLean Asset Management
Virginia
$2.24M -$90.6K -3,733 -4%
FA
213
Fortis Advisors
Pennsylvania
$2.24M -$95.6K -3,921 -4%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$2.22M +$841K +34,514 +61%
CFP
215
Curran Financial Partners
South Carolina
$2.21M -$4.11M -168,419 -65%
DT
216
Diversified Trust
Tennessee
$2.18M +$13.8K +566 +0.6%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$2.14M +$1.45M +59,524 +209%
SOS
218
Silver Oak Securities
Tennessee
$2.12M +$138K +5,646 +7%
JWS
219
Juncture Wealth Strategies
Arizona
$2.12M -$96.3K -3,950 -4%
MWM
220
MBE Wealth Management
Wisconsin
$2.12M +$346K +14,211 +20%
JCIA
221
Jackson Creek Investment Advisors
Colorado
$2.1M -$34.3K -1,405 -2%
TLFA
222
True Link Financial Advisors
California
$2.09M +$857K +35,162 +70%
MFG
223
Mainsail Financial Group
Washington
$2.06M +$2.06M +84,948 New
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$2.01M -$907K -37,209 -31%
WHCI
225
W.H. Cornerstone Investments
Massachusetts
$1.99M +$1.99M +81,584 New
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