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Schwab Ultra-Short Income ETF
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15 hedge funds and large institutions have $21.7M invested in Schwab Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Holders
15
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.01M | |
| 2 | +$1.52M | |
| 3 | +$650K | |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$253K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$228K |
Top Sellers
| 1 | -$1.26M | |
| 2 | -$771K | |
| 3 | -$644K | |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$486K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$270K |
