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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 %
Bank of America
1
Bank of America
North Carolina
$2.64B -$1.26B -51,963,959 -32%
Ameriprise
2
Ameriprise
Minnesota
$532M +$12M +492,753 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$522M +$17M +699,740 +3%
SEI Investments
4
SEI Investments
Pennsylvania
$402M +$6.27M +257,733 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$186M +$10.6M +437,251 +6%
Stifel Financial
6
Stifel Financial
Missouri
$149M +$4.82M +198,230 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$107M +$35.3M +1,448,918 +49%
Wealthfront Advisers
8
Wealthfront Advisers
California
$95.3M +$3.9M +160,299 +4%
LPL Financial
9
LPL Financial
California
$84M +$2.17M +89,182 +3%
State Street
10
State Street
Massachusetts
$75.5M – – –
Morgan Stanley
11
Morgan Stanley
New York
$74.1M +$10.3M +424,526 +16%
WCF
12
West Coast Financial
California
$73.8M +$14M +576,197 +23%
MA
13
MCF Advisors
Kentucky
$69.3M -$1.95M -80,142 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$66.1M +$4.78M +196,238 +8%
CCA
15
Clearwater Capital Advisors
Illinois
$60M +$430K +17,646 +0.7%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$50.8M +$13.1M +537,559 +35%
MIM
17
Morningstar Investment Management
Illinois
$48M +$1.93M +79,394 +4%
Wells Fargo
18
Wells Fargo
California
$47.9M +$9.2M +378,121 +24%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$46.8M -$1.49M -61,054 -3%
LA
20
LVW Advisors
New York
$46.7M +$21M +862,521 +82%
BSB
21
Bangor Savings Bank
Maine
$44M +$3.44M +141,520 +8%
UCMOK
22
United Capital Management of KS
Kansas
$40M +$1.84M +75,480 +5%
TCM
23
TruNorth Capital Management
Michigan
$40M +$1.24M +51,014 +3%
FFG
24
Fiduciary Financial Group
California
$39.3M +$3.1M +127,393 +9%
DC
25
Davenport & Co
Virginia
$35.3M +$8.14M +334,370 +30%
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