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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
KF
251
K2 Financial
California
$1.38M
PPW
252
Pasadena Private Wealth
California
$1.38M
UAG
253
United Advisor Group
Ohio
$1.37M
AI
254
Atria Investments
North Carolina
$1.36M
FFG
255
First Financial Group
North Carolina
$1.35M
HCP
256
Hexagon Capital Partners
Arkansas
$1.35M
FCH
257
Freestone Capital Holdings
Washington
$1.35M
BFG
258
Bleakley Financial Group
New Jersey
$1.34M
AFP
259
Ausdal Financial Partners
Iowa
$1.34M
ATI
260
ARK & TLK Investments
Oklahoma
$1.33M
SF
261
Seek First
California
$1.33M
PWM
262
Pines Wealth Management
North Carolina
$1.32M
SAI
263
Savvy Advisors Inc
New York
$1.32M
GWWM
264
Great Waters Wealth Management
Minnesota
$1.31M
LAM
265
Lummis Asset Management
Texas
$1.3M
MWM
266
MFG Wealth Management
Indiana
$1.3M
FAM
267
Frontier Asset Management
Wyoming
$1.28M
VC
268
Veery Capital
Delaware
$1.27M
BH
269
Burk Holdings
Oklahoma
$1.27M
KF
270
Krilogy Financial
Missouri
$1.24M
EWA
271
EverSource Wealth Advisors
Alabama
$1.24M
AW
272
Alteri Wealth
California
$1.24M
CFGSD
273
Compass Financial Group (South Dakota)
South Dakota
$1.24M
TVAMP
274
Tennessee Valley Asset Management Partners
Tennessee
$1.2M
CCFCSB
275
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M