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Schwab Short-Term US Treasury ETF

627 hedge funds and large institutions have $7.8B invested in Schwab Short-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 280 increasing their positions, 227 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
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
AWM
226
Apollon Wealth Management
South Carolina
$1.87M
VCM
227
Versant Capital Management
Arizona
$1.81M
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$1.81M
MWM
229
MBE Wealth Management
Wisconsin
$1.79M
BCM
230
Birmingham Capital Management
Alabama
$1.78M
OFS
231
OneAscent Financial Services
Alabama
$1.78M
DT
232
Diversified Trust
Tennessee
$1.77M
JWM
233
JFG Wealth Management
Colorado
$1.76M
CA
234
Calton & Associates
Florida
$1.73M
BRIA
235
Balanced Rock Investment Advisors
Massachusetts
$1.68M
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$1.65M
Jones Financial Companies
237
Jones Financial Companies
Missouri
$1.61M
GRP
238
Global Retirement Partners
California
$1.6M
Citadel Advisors
239
Citadel Advisors
Florida
$1.59M
MFG
240
Mendota Financial Group
Wisconsin
$1.57M
VA
241
Valmark Advisers
Ohio
$1.57M
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$1.55M
TLFA
243
True Link Financial Advisors
California
$1.54M
AHC
244
Anderson Hoagland & Co
Missouri
$1.47M
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$1.46M
CWA
246
Clearview Wealth Advisors
Oregon
$1.45M
WANY
247
Wealthspire Advisors (New York)
New York
$1.44M
PCIA
248
Prime Capital Investment Advisors
Kansas
$1.44M
CWM
249
Centurion Wealth Management
Virginia
$1.43M
HWAM
250
Hennion & Walsh Asset Management
New Jersey
$1.39M