SCHO icon

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
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$703K
PWM
352
Perigon Wealth Management
California
$699K
TCM
353
Traub Capital Management
Massachusetts
$696K
Comerica Bank
354
Comerica Bank
Texas
$691K
VFPW
355
Vantage Financial Partners (Wisconsin)
Wisconsin
$691K
BP
356
BNP Paribas
France
$681K
HIC
357
Hartline Investment Corp
Illinois
$679K
TWM
358
Tradition Wealth Management
Minnesota
$672K
WFS
359
Weitzel Financial Services
Iowa
$671K
UB
360
UMB Bank
Missouri
$659K
NFG
361
Nations Financial Group
Iowa
$655K
Corient Private Wealth
362
Corient Private Wealth
Florida
$654K
MAS
363
Madden Advisory Services
Florida
$654K
MA
364
McBroom & Associates
Nevada
$640K
VI
365
VanderPol Investments
Michigan
$638K
WB
366
WesBanco Bank
West Virginia
$622K
SA
367
Stewardship Advisors
Pennsylvania
$619K
VWA
368
VSM Wealth Advisory
Maryland
$615K
JF
369
Joule Financial
Kentucky
$613K
MHFA
370
Mission Hills Financial Advisory
California
$611K
RSWA
371
Robinson Smith Wealth Advisors
Maine
$610K
MSFS
372
Main Street Financial Solutions
Pennsylvania
$607K
SA
373
Sanctuary Advisors
Indiana
$607K
BAM
374
Belpointe Asset Management
Nevada
$605K
AWMM
375
Aegis Wealth Management (Maryland)
Maryland
$603K