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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
BSTWA
326
Blake Schutter Theil Wealth Advisors
Ohio
$890K
EWA
327
Exencial Wealth Advisors
Oklahoma
$882K
CP
328
Cumberland Partners
Ontario, Canada
$878K
SPF
329
South Plains Financial
Texas
$864K
WFA
330
Websterrogers Financial Advisors
South Carolina
$851K
CFP
331
Curran Financial Partners
South Carolina
$843K
CFS
332
Coordinated Financial Services
Colorado
$830K
KCIC
333
Kuhn & Co Investment Counsel
Illinois
$819K
NHT
334
New Hampshire Trust
New Hampshire
$813K
SWA
335
Sightline Wealth Advisors
Connecticut
$812K
OIA
336
OneDigital Investment Advisors
Kansas
$806K
SW
337
Simplicity Wealth
New Jersey
$804K
UCFA
338
United Capital Financial Advisors
Texas
$802K
CA
339
Cambridge Advisors
Nebraska
$799K
GTAM
340
Global Trust Asset Management
Florida
$799K
PS
341
Planned Solutions
California
$793K
CBA
342
Coastal Bridge Advisors
Connecticut
$770K
MS
343
Madden Securities
Texas
$769K
HF
344
HRT Financial
New York
$737K
CIC
345
Chilton Investment Company
Connecticut
$730K
GWP
346
Gateway Wealth Partners
Wisconsin
$729K
LJAC
347
L.J. Altfest & Co
New York
$728K
WWM
348
Western Wealth Management
Colorado
$725K
SIG
349
Spinnaker Investment Group
California
$717K
EH
350
Equitable Holdings
New York
$708K