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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
CFS
326
Coordinated Financial Services
Colorado
$830K
KCIC
327
Kuhn & Co Investment Counsel
Illinois
$819K
NHT
328
New Hampshire Trust
New Hampshire
$813K
SWA
329
Sightline Wealth Advisors
Connecticut
$812K
OIA
330
OneDigital Investment Advisors
Kansas
$806K
SW
331
Simplicity Wealth
New Jersey
$804K
UCFA
332
United Capital Financial Advisors
Texas
$802K
CA
333
Cambridge Advisors
Nebraska
$799K
GTAM
334
Global Trust Asset Management
Florida
$799K
PS
335
Planned Solutions
California
$793K
CBA
336
Coastal Bridge Advisors
Connecticut
$770K
MS
337
Madden Securities
Texas
$769K
HF
338
HRT Financial
New York
$737K
CIC
339
Chilton Investment Company
Connecticut
$730K
GWP
340
Gateway Wealth Partners
Wisconsin
$729K
LJAC
341
L.J. Altfest & Co
New York
$728K
WWM
342
Western Wealth Management
Colorado
$725K
SIG
343
Spinnaker Investment Group
California
$717K
EH
344
Equitable Holdings
New York
$708K
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$703K
PWM
346
Perigon Wealth Management
California
$699K
TCM
347
Traub Capital Management
Massachusetts
$696K
Comerica Bank
348
Comerica Bank
Texas
$691K
VFPW
349
Vantage Financial Partners (Wisconsin)
Wisconsin
$691K
BP
350
BNP Paribas
France
$681K