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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
CIR
276
Clear Investment Research
Georgia
$1.19M
AWMG
277
Alliance Wealth Management Group
New Jersey
$1.18M
TCM
278
Towercrest Capital Management
Pennsylvania
$1.18M
AC
279
Avestar Capital
New York
$1.17M
VA
280
Vident Advisory
Georgia
$1.17M
BFA
281
Beacon Financial Advisory
Ohio
$1.17M
EWM
282
Evermay Wealth Management
Virginia
$1.17M
FVWA
283
Foster Victor Wealth Advisors
South Carolina
$1.16M
WA
284
Win Advisors
Florida
$1.15M
EFG
285
Ethos Financial Group
Pennsylvania
$1.14M
DAS
286
Diversify Advisory Services
Utah
$1.12M
PAI
287
Pittenger & Anderson Inc
Nebraska
$1.12M
EAM
288
Evanson Asset Management
California
$1.07M
SFA
289
Sequoia Financial Advisors
Ohio
$1.07M
PCWA
290
Pacific Capital Wealth Advisors
California
$1.06M
WPC
291
Wedmont Private Capital
Pennsylvania
$1.06M
MAS
292
MPWM Advisory Solutions
Georgia
$1.06M
BDPWM
293
Barnes Dennig Private Wealth Management
Ohio
$1.05M
IA
294
Inspire Advisors
Idaho
$1.05M
LK
295
Lumbard & Kellner
New Hampshire
$1.05M
VCWM
296
Vista Cima Wealth Management
Arizona
$1.05M
BFWM
297
Bright Futures Wealth Management
New York
$1.04M
CIA
298
Concurrent Investment Advisors
Florida
$1.03M
JWCA
299
J.W. Cole Advisors
Florida
$1.03M
HCWM
300
Hidden Cove Wealth Management
Washington
$1.03M