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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
PWM
351
Perigon Wealth Management
California
$699K
TCM
352
Traub Capital Management
Massachusetts
$696K
Comerica Bank
353
Comerica Bank
Texas
$691K
VFPW
354
Vantage Financial Partners (Wisconsin)
Wisconsin
$691K
BP
355
BNP Paribas
France
$681K
HIC
356
Hartline Investment Corp
Illinois
$679K
TWM
357
Tradition Wealth Management
Minnesota
$672K
WFS
358
Weitzel Financial Services
Iowa
$671K
UB
359
UMB Bank
Missouri
$659K
NFG
360
Nations Financial Group
Iowa
$655K
Corient Private Wealth
361
Corient Private Wealth
Florida
$654K
MAS
362
Madden Advisory Services
Florida
$654K
MA
363
McBroom & Associates
Nevada
$640K
VI
364
VanderPol Investments
Michigan
$638K
WB
365
WesBanco Bank
West Virginia
$622K
SA
366
Stewardship Advisors
Pennsylvania
$619K
VWA
367
VSM Wealth Advisory
Maryland
$615K
JF
368
Joule Financial
Kentucky
$613K
MHFA
369
Mission Hills Financial Advisory
California
$611K
RSWA
370
Robinson Smith Wealth Advisors
Maine
$610K
MSFS
371
Main Street Financial Solutions
Pennsylvania
$607K
SA
372
Sanctuary Advisors
Indiana
$607K
BAM
373
Belpointe Asset Management
Nevada
$605K
AWM
374
Aegis Wealth Management
Maryland
$603K
HSA
375
HBK Sorce Advisory
Pennsylvania
$599K