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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
HIC
351
Hartline Investment Corp
Illinois
$679K
TWM
352
Tradition Wealth Management
Minnesota
$672K
WFS
353
Weitzel Financial Services
Iowa
$671K
UB
354
UMB Bank
Missouri
$659K
NFG
355
Nations Financial Group
Iowa
$655K
Corient Private Wealth
356
Corient Private Wealth
Florida
$654K
MAS
357
Madden Advisory Services
Florida
$654K
MA
358
McBroom & Associates
Nevada
$640K
VI
359
VanderPol Investments
Michigan
$638K
WB
360
WesBanco Bank
West Virginia
$622K
SA
361
Stewardship Advisors
Pennsylvania
$619K
VWA
362
VSM Wealth Advisory
Maryland
$615K
JF
363
Joule Financial
Kentucky
$613K
MHFA
364
Mission Hills Financial Advisory
California
$611K
RSWA
365
Robinson Smith Wealth Advisors
Maine
$610K
MSFS
366
Main Street Financial Solutions
Pennsylvania
$607K
BAM
367
Belpointe Asset Management
Nevada
$605K
AWM
368
Aegis Wealth Management
Maryland
$603K
HSA
369
HBK Sorce Advisory
Pennsylvania
$599K
NCM
370
Nelson Capital Management
California
$582K
TFG
371
Team Financial Group
California
$581K
FIB
372
First Interstate Bank
Montana
$577K
Financial Engines Advisors
373
Financial Engines Advisors
California
$572K
BWM
374
BCS Wealth Management
Tennessee
$568K
ACA
375
Aptus Capital Advisors
Alabama
$563K