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Schwab Ultra-Short Income ETF
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15 hedge funds and large institutions have $9.26M invested in Schwab Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
57% less capital invested
Capital invested by funds: $21.7M → $9.26M (-$12.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
15
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
1 | +$685K | |
2 | +$427K | |
3 | +$230K | |
4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$50.4K |
5 |
UBS Group
Zurich,
Switzerland
|
+$24.5K |
Top Sellers
1 | -$11.2M | |
2 | -$1.47M | |
3 | -$586K | |
4 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
-$337K |
5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$202K |