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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
TCM
301
Twele Capital Management
Minnesota
$1.03M
GFP
302
Guardian Financial Partners
California
$1.02M
SFA
303
Seneca Financial Advisors
New York
$1.01M
LF
304
LifePlan Financial
Minnesota
$1.01M
KWM
305
Kingsview Wealth Management
Oregon
$997K
DBRC
306
D.B. Root & Company
Pennsylvania
$993K
NRI
307
NFP Retirement Inc
California
$985K
TWM
308
Trevian Wealth Management
Massachusetts
$954K
TWP
309
Tempus Wealth Planning
California
$944K
SPL
310
Smart Portfolios LLC
Washington
$938K
BCA
311
Bay Colony Advisors
Massachusetts
$932K
KAS
312
Kestra Advisory Services
Texas
$929K
EWM
313
Elmwood Wealth Management
California
$927K
AWAG
314
ARS Wealth Advisors Group
Florida
$922K
SAM
315
Sherman Asset Management
California
$919K
BCI
316
Brinker Capital Investments
Pennsylvania
$914K
AWM
317
Accurate Wealth Management
Florida
$912K
CC
318
Commons Capital
Massachusetts
$903K
FIC
319
Family Investment Center
Missouri
$892K
BSTWA
320
Blake Schutter Theil Wealth Advisors
Ohio
$890K
EWA
321
Exencial Wealth Advisors
Oklahoma
$882K
CP
322
Cumberland Partners
Ontario, Canada
$878K
SPF
323
South Plains Financial
Texas
$864K
WFA
324
Websterrogers Financial Advisors
South Carolina
$851K
CFP
325
Curran Financial Partners
South Carolina
$843K