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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
LWA
201
Lantern Wealth Advisors
New York
$2.49M
JFGLC
202
Johnson Financial Group LLC (Colorado)
Colorado
$2.49M
AAS
203
Asset Allocation Strategies
Michigan
$2.49M
GS
204
GTS Securities
New York
$2.48M
IA
205
IFP Advisors
Florida
$2.47M
HA
206
Herold Advisors
New York
$2.46M
Citadel Advisors
207
Citadel Advisors
Florida
$2.45M
GI
208
GLOBALT Investments
Georgia
$2.44M
CCA
209
Cobblestone Capital Advisors
New York
$2.43M
VT
210
Vise Technologies
New York
$2.42M
CAG
211
Csenge Advisory Group
Florida
$2.4M
NA
212
NewEdge Advisors
Louisiana
$2.39M
TRCT
213
Tower Research Capital (TRC)
New York
$2.38M
LPAM
214
Lodestar Private Asset Management
California
$2.35M
William Blair & Company
215
William Blair & Company
Illinois
$2.34M
PRS
216
Pinkerton Retirement Specialists
Idaho
$2.27M
MAM
217
McLean Asset Management
Virginia
$2.24M
FA
218
Fortis Advisors
Pennsylvania
$2.24M
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$2.22M
CFP
220
Curran Financial Partners
South Carolina
$2.21M
DT
221
Diversified Trust
Tennessee
$2.18M
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$2.14M
SOS
223
Silver Oak Securities
Tennessee
$2.12M
JWS
224
Juncture Wealth Strategies
Arizona
$2.12M
MWM
225
MBE Wealth Management
Wisconsin
$2.12M