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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
BFWM
301
Bright Futures Wealth Management
New York
$1.04M
LA
302
Lindenwold Advisors
Pennsylvania
$1.03M
CIA
303
Concurrent Investment Advisors
Florida
$1.03M
JWCA
304
J.W. Cole Advisors
Florida
$1.03M
HCWM
305
Hidden Cove Wealth Management
Washington
$1.03M
TCM
306
Twele Capital Management
Minnesota
$1.03M
GFP
307
Guardian Financial Partners
California
$1.02M
SFA
308
Seneca Financial Advisors
New York
$1.01M
LF
309
LifePlan Financial
Minnesota
$1.01M
KWM
310
Kingsview Wealth Management
Oregon
$997K
DBRC
311
D.B. Root & Company
Pennsylvania
$993K
NRI
312
NFP Retirement Inc
California
$985K
TWM
313
Trevian Wealth Management
Massachusetts
$954K
TWP
314
Tempus Wealth Planning
California
$944K
SPL
315
Smart Portfolios LLC
Washington
$938K
BCA
316
Bay Colony Advisors
Massachusetts
$932K
KAS
317
Kestra Advisory Services
Texas
$929K
EWM
318
Elmwood Wealth Management
California
$927K
AWAG
319
ARS Wealth Advisors Group
Florida
$922K
SAM
320
Sherman Asset Management
California
$919K
BCI
321
Brinker Capital Investments
Pennsylvania
$914K
AWM
322
Accurate Wealth Management
Florida
$912K
CC
323
Commons Capital
Massachusetts
$903K
FIC
324
Family Investment Center
Missouri
$892K
BSTWA
325
Blake Schutter Theil Wealth Advisors
Ohio
$890K