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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
AW
276
Alteri Wealth
California
$1.24M
CFGSD
277
Compass Financial Group (South Dakota)
South Dakota
$1.24M
TVAMP
278
Tennessee Valley Asset Management Partners
Tennessee
$1.2M
CCFCSB
279
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M
CIR
280
Clear Investment Research
Georgia
$1.19M
TCM
281
Towercrest Capital Management
Pennsylvania
$1.18M
AWMG
282
Alliance Wealth Management Group
New Jersey
$1.18M
AC
283
Avestar Capital
New York
$1.17M
VA
284
Vident Advisory
Georgia
$1.17M
BFA
285
Beacon Financial Advisory
Ohio
$1.17M
EWM
286
Evermay Wealth Management
Virginia
$1.17M
FVWA
287
Foster Victor Wealth Advisors
South Carolina
$1.16M
WA
288
Win Advisors
Florida
$1.15M
EFG
289
Ethos Financial Group
Pennsylvania
$1.14M
DAS
290
Diversify Advisory Services
Utah
$1.12M
PAI
291
Pittenger & Anderson Inc
Nebraska
$1.12M
EAM
292
Evanson Asset Management
California
$1.07M
SFA
293
Sequoia Financial Advisors
Ohio
$1.07M
PCWA
294
Pacific Capital Wealth Advisors
California
$1.06M
WPC
295
Wedmont Private Capital
Pennsylvania
$1.06M
MAS
296
MPWM Advisory Solutions
Georgia
$1.06M
BDPWM
297
Barnes Dennig Private Wealth Management
Ohio
$1.05M
IA
298
Inspire Advisors
Idaho
$1.05M
LK
299
Lumbard & Kellner
New Hampshire
$1.05M
VCWM
300
Vista Cima Wealth Management
Arizona
$1.05M