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Schwab Short-Term US Treasury ETF

637 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, 283 increasing their positions, 233 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
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
PGAM
226
Princeton Global Asset Management
New Jersey
$1.94M
DG
227
DMC Group
Alabama
$1.92M
RWM
228
Rialto Wealth Management
New York
$1.89M
TIM
229
Tortoise Investment Management
New York
$1.89M
AWM
230
Apollon Wealth Management
South Carolina
$1.87M
VCM
231
Versant Capital Management
Arizona
$1.81M
WCFA
232
Walkner Condon Financial Advisors
Wisconsin
$1.81M
MWM
233
MBE Wealth Management
Wisconsin
$1.79M
BCM
234
Birmingham Capital Management
Alabama
$1.78M
OFS
235
OneAscent Financial Services
Alabama
$1.78M
DT
236
Diversified Trust
Tennessee
$1.77M
JWM
237
JFG Wealth Management
Colorado
$1.76M
CA
238
Calton & Associates
Florida
$1.73M
BRIA
239
Balanced Rock Investment Advisors
Massachusetts
$1.68M
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1.65M
Jones Financial Companies
241
Jones Financial Companies
Missouri
$1.61M
GRP
242
Global Retirement Partners
California
$1.6M
Citadel Advisors
243
Citadel Advisors
Florida
$1.59M
MFG
244
Mendota Financial Group
Wisconsin
$1.57M
VA
245
Valmark Advisers
Ohio
$1.57M
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$1.55M
TLFA
247
True Link Financial Advisors
California
$1.54M
IA
248
IFP Advisors
Florida
$1.49M
AHC
249
Anderson Hoagland & Co
Missouri
$1.47M
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$1.46M