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