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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
VCWM
301
Vista Cima Wealth Management
Arizona
$1.05M
NRI
302
NFP Retirement Inc
California
$1.04M
BFWM
303
Bright Futures Wealth Management
New York
$1.04M
LA
304
Lindenwold Advisors
Pennsylvania
$1.03M
CIA
305
Concurrent Investment Advisors
Florida
$1.03M
JWCA
306
J.W. Cole Advisors
Florida
$1.03M
HCWM
307
Hidden Cove Wealth Management
Washington
$1.03M
TCM
308
Twele Capital Management
Minnesota
$1.03M
GFP
309
Guardian Financial Partners
California
$1.02M
SFA
310
Seneca Financial Advisors
New York
$1.01M
LF
311
LifePlan Financial
Minnesota
$1.01M
KWM
312
Kingsview Wealth Management
Oregon
$997K
DBRC
313
D.B. Root & Company
Pennsylvania
$993K
TWM
314
Trevian Wealth Management
Massachusetts
$954K
TWP
315
Tempus Wealth Planning
California
$944K
SPL
316
Smart Portfolios LLC
Washington
$938K
BCA
317
Bay Colony Advisors
Massachusetts
$932K
KAS
318
Kestra Advisory Services
Texas
$929K
EWM
319
Elmwood Wealth Management
California
$927K
AWAG
320
ARS Wealth Advisors Group
Florida
$922K
SAM
321
Sherman Asset Management
California
$919K
BCI
322
Brinker Capital Investments
Pennsylvania
$914K
AWM
323
Accurate Wealth Management
Florida
$912K
CC
324
Commons Capital
Massachusetts
$903K
FIC
325
Family Investment Center
Missouri
$892K