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Schwab Short-Term US Treasury ETF

635 hedge funds and large institutions have $7.81B invested in Schwab Short-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 281 increasing their positions, 232 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DG
226
DMC Group
Alabama
$1.92M
RWM
227
Rialto Wealth Management
New York
$1.89M
TIM
228
Tortoise Investment Management
New York
$1.89M
AWM
229
Apollon Wealth Management
South Carolina
$1.87M
VCM
230
Versant Capital Management
Arizona
$1.81M
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$1.81M
MWM
232
MBE Wealth Management
Wisconsin
$1.79M
BCM
233
Birmingham Capital Management
Alabama
$1.78M
OFS
234
OneAscent Financial Services
Alabama
$1.78M
DT
235
Diversified Trust
Tennessee
$1.77M
JWM
236
JFG Wealth Management
Colorado
$1.76M
CA
237
Calton & Associates
Florida
$1.73M
BRIA
238
Balanced Rock Investment Advisors
Massachusetts
$1.68M
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1.65M
Jones Financial Companies
240
Jones Financial Companies
Missouri
$1.61M
GRP
241
Global Retirement Partners
California
$1.6M
Citadel Advisors
242
Citadel Advisors
Florida
$1.59M
MFG
243
Mendota Financial Group
Wisconsin
$1.57M
VA
244
Valmark Advisers
Ohio
$1.57M
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$1.55M
TLFA
246
True Link Financial Advisors
California
$1.54M
IA
247
IFP Advisors
Florida
$1.49M
AHC
248
Anderson Hoagland & Co
Missouri
$1.47M
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$1.46M
CWA
250
Clearview Wealth Advisors
Oregon
$1.45M