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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
EWA
326
Exencial Wealth Advisors
Oklahoma
$882K
CP
327
Cumberland Partners
Ontario, Canada
$878K
SPF
328
South Plains Financial
Texas
$864K
WFA
329
Websterrogers Financial Advisors
South Carolina
$851K
CFP
330
Curran Financial Partners
South Carolina
$843K
CFS
331
Coordinated Financial Services
Colorado
$830K
KCIC
332
Kuhn & Co Investment Counsel
Illinois
$819K
NHT
333
New Hampshire Trust
New Hampshire
$813K
SWA
334
Sightline Wealth Advisors
Connecticut
$812K
OIA
335
OneDigital Investment Advisors
Kansas
$806K
SW
336
Simplicity Wealth
New Jersey
$804K
UCFA
337
United Capital Financial Advisors
Texas
$802K
CA
338
Cambridge Advisors
Nebraska
$799K
GTAM
339
Global Trust Asset Management
Florida
$799K
PS
340
Planned Solutions
California
$793K
CBA
341
Coastal Bridge Advisors
Connecticut
$770K
MS
342
Madden Securities
Texas
$769K
HF
343
HRT Financial
New York
$737K
CIC
344
Chilton Investment Company
Connecticut
$730K
GWP
345
Gateway Wealth Partners
Wisconsin
$729K
LJAC
346
L.J. Altfest & Co
New York
$728K
WWM
347
Western Wealth Management
Colorado
$725K
SIG
348
Spinnaker Investment Group
California
$717K
EH
349
Equitable Holdings
New York
$708K
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$703K