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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
LOPW
376
Live Oak Private Wealth
North Carolina
$547K
BWM
377
Blossom Wealth Management
California
$546K
CWP
378
Core Wealth Partners
California
$535K
SPIA
379
Steward Partners Investment Advisory
New York
$535K
NFW
380
Noble Family Wealth
Florida
$532K
LEFP
381
Leading Edge Financial Planning
Tennessee
$526K
ACA
382
American Capital Advisory
Idaho
$525K
BF
383
Brucke Financial
Indiana
$521K
FAFN
384
First Affirmative Financial Network
Colorado
$514K
MCM
385
Mainstream Capital Management
California
$506K
RCS
386
Retirement Capital Strategies
California
$505K
GWANC
387
Guardian Wealth Advisors (North Carolina)
North Carolina
$505K
RW
388
REDW Wealth
New Mexico
$501K
BJL
389
Brighton Jones LLC
Washington
$500K
SWP
390
Stratos Wealth Partners
Ohio
$489K
JCM
391
Jacobi Capital Management
Pennsylvania
$484K
HA
392
HC Advisors
Georgia
$482K
SWM
393
SeaCrest Wealth Management
New York
$476K
TAM
394
Titleist Asset Management
Texas
$474K
1IA
395
1620 Investment Advisors
Massachusetts
$466K
ONB
396
Old National Bancorp
Indiana
$465K
DE
397
Diversified Enterprises
Delaware
$463K
CFA
398
Cahill Financial Advisors
Minnesota
$461K
IWN
399
Independent Wealth Network
Iowa
$458K
WS
400
Wedbush Securities
California
$458K