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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
CWA
251
Clearview Wealth Advisors
Oregon
$1.45M
WANY
252
Wealthspire Advisors (New York)
New York
$1.44M
PCIA
253
Prime Capital Investment Advisors
Kansas
$1.44M
CWM
254
Centurion Wealth Management
Virginia
$1.43M
HWAM
255
Hennion & Walsh Asset Management
New Jersey
$1.39M
KF
256
K2 Financial
California
$1.38M
PPW
257
Pasadena Private Wealth
California
$1.38M
UAG
258
United Advisor Group
Ohio
$1.37M
AI
259
Atria Investments
North Carolina
$1.36M
FFG
260
First Financial Group
North Carolina
$1.35M
HCP
261
Hexagon Capital Partners
Arkansas
$1.35M
FCH
262
Freestone Capital Holdings
Washington
$1.35M
BFG
263
Bleakley Financial Group
New Jersey
$1.34M
AFP
264
Ausdal Financial Partners
Iowa
$1.34M
ATI
265
ARK & TLK Investments
Oklahoma
$1.33M
SF
266
Seek First
California
$1.33M
PWM
267
Pines Wealth Management
North Carolina
$1.32M
SAI
268
Savvy Advisors Inc
New York
$1.32M
GWWM
269
Great Waters Wealth Management
Minnesota
$1.31M
LAM
270
Lummis Asset Management
Texas
$1.3M
MWM
271
MFG Wealth Management
Indiana
$1.3M
FAM
272
Frontier Asset Management
Wyoming
$1.28M
VC
273
Veery Capital
Delaware
$1.27M
BH
274
Burk Holdings
Oklahoma
$1.27M
KF
275
Krilogy Financial
Missouri
$1.24M