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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 %
GLR
201
Great Lakes Retirement
Ohio
$2.25M -$116K -4,772 -5%
JWS
202
Juncture Wealth Strategies
Arizona
$2.21M -$27K -1,110 -1%
VCA
203
Verdence Capital Advisors
Maryland
$2.17M +$1.64M +67,393 +310%
DT
204
Diversified Trust
Tennessee
$2.16M +$1.17K +48 +0.1%
Goldman Sachs
205
Goldman Sachs
New York
$2.16M -$444K -18,259 -17%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$2.14M -$123K -5,070 -5%
JCIA
207
Jackson Creek Investment Advisors
Colorado
$2.13M +$30.2K +1,241 +1%
PK
208
Pflug Koory
Nebraska
$2.12M +$107K +4,403 +5%
BOM
209
Bank of Marin
California
$2.09M +$231K +9,486 +12%
SOS
210
Silver Oak Securities
Tennessee
$1.98M -$358K -14,694 -15%
PRS
211
Pinkerton Retirement Specialists
Idaho
$1.98M +$156K +6,411 +9%
AWS
212
Atria Wealth Solutions
New York
$1.94M -$2.9M -119,343 -60%
AFP
213
Ausdal Financial Partners
Iowa
$1.93M -$462 -19 -0%
JWM
214
JFG Wealth Management
Colorado
$1.89M -$158K -6,503 -8%
Lido Advisors
215
Lido Advisors
California
$1.87M +$1.87M +76,837 New
PGAM
216
Princeton Global Asset Management
New Jersey
$1.87M +$91.4K +3,757 +5%
CIR
217
Clear Investment Research
Georgia
$1.86M -$33K -1,354 -2%
SWM
218
SigFig Wealth Management
California
$1.86M +$86.4K +4,824 +5%
IA
219
Inspire Advisors
Idaho
$1.85M +$1.13M +46,408 +156%
VA
220
Valmark Advisers
Ohio
$1.84M -$157K -6,455 -8%
FWM
221
Forza Wealth Management
Florida
$1.8M – – –
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$1.42M -58,526 -44%
MWM
223
MBE Wealth Management
Wisconsin
$1.77M +$1.37M +56,099 +341%
FIM
224
Freedom Investment Management
Connecticut
$1.73M -$84.5K -3,472 -5%
PCIA
225
Prime Capital Investment Advisors
Kansas
$1.72M +$79.6K +3,270 +5%
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