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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
JFGLC
201
Johnson Financial Group LLC (Colorado)
Colorado
$2.49M
AAS
202
Asset Allocation Strategies
Michigan
$2.49M
GS
203
GTS Securities
New York
$2.48M
IA
204
IFP Advisors
Florida
$2.47M
HA
205
Herold Advisors
New York
$2.46M
Citadel Advisors
206
Citadel Advisors
Florida
$2.45M
GI
207
GLOBALT Investments
Georgia
$2.44M
CCA
208
Cobblestone Capital Advisors
New York
$2.43M
VT
209
Vise Technologies
New York
$2.42M
CAG
210
Csenge Advisory Group
Florida
$2.4M
NA
211
NewEdge Advisors
Louisiana
$2.39M
TRCT
212
Tower Research Capital (TRC)
New York
$2.38M
LPAM
213
Lodestar Private Asset Management
California
$2.35M
William Blair & Company
214
William Blair & Company
Illinois
$2.34M
PRS
215
Pinkerton Retirement Specialists
Idaho
$2.27M
MAM
216
McLean Asset Management
Virginia
$2.24M
FA
217
Fortis Advisors
Pennsylvania
$2.24M
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$2.22M
CFP
219
Curran Financial Partners
South Carolina
$2.21M
DT
220
Diversified Trust
Tennessee
$2.18M
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$2.14M
SOS
222
Silver Oak Securities
Tennessee
$2.12M
JWS
223
Juncture Wealth Strategies
Arizona
$2.12M
MWM
224
MBE Wealth Management
Wisconsin
$2.12M
JCIA
225
Jackson Creek Investment Advisors
Colorado
$2.1M