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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
WANY
251
Wealthspire Advisors (New York)
New York
$1.44M
PCIA
252
Prime Capital Investment Advisors
Kansas
$1.44M
CWM
253
Centurion Wealth Management
Virginia
$1.43M
HWAM
254
Hennion & Walsh Asset Management
New Jersey
$1.39M
KF
255
K2 Financial
California
$1.38M
PPW
256
Pasadena Private Wealth
California
$1.38M
UAG
257
United Advisor Group
Ohio
$1.37M
AI
258
Atria Investments
North Carolina
$1.36M
FFG
259
First Financial Group
North Carolina
$1.35M
HCP
260
Hexagon Capital Partners
Arkansas
$1.35M
FCH
261
Freestone Capital Holdings
Washington
$1.35M
BFG
262
Bleakley Financial Group
New Jersey
$1.34M
AFP
263
Ausdal Financial Partners
Iowa
$1.34M
ATI
264
ARK & TLK Investments
Oklahoma
$1.33M
SF
265
Seek First
California
$1.33M
PWM
266
Pines Wealth Management
North Carolina
$1.32M
SAI
267
Savvy Advisors Inc
New York
$1.32M
GWWM
268
Great Waters Wealth Management
Minnesota
$1.31M
LAM
269
Lummis Asset Management
Texas
$1.3M
MWM
270
MFG Wealth Management
Indiana
$1.3M
FAM
271
Frontier Asset Management
Wyoming
$1.28M
VC
272
Veery Capital
Delaware
$1.27M
BH
273
Burk Holdings
Oklahoma
$1.27M
KF
274
Krilogy Financial
Missouri
$1.24M
EWA
275
EverSource Wealth Advisors
Alabama
$1.24M