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
HSA
376
HBK Sorce Advisory
Pennsylvania
$599K
NCM
377
Nelson Capital Management
California
$582K
TFG
378
Team Financial Group
California
$581K
FIB
379
First Interstate Bank
Montana
$577K
Financial Engines Advisors
380
Financial Engines Advisors
California
$572K
BWM
381
BCS Wealth Management
Tennessee
$568K
ACA
382
Aptus Capital Advisors
Alabama
$563K
VA
383
Vestwell Advisors
New York
$556K
LOPW
384
Live Oak Private Wealth
North Carolina
$547K
BWM
385
Blossom Wealth Management
California
$546K
CWP
386
Core Wealth Partners
California
$535K
SPIA
387
Steward Partners Investment Advisory
New York
$535K
NFW
388
Noble Family Wealth
Florida
$532K
LEFP
389
Leading Edge Financial Planning
Tennessee
$526K
ACA
390
American Capital Advisory
Idaho
$525K
BF
391
Brucke Financial
Indiana
$521K
FAFN
392
First Affirmative Financial Network
Colorado
$514K
MCM
393
Mainstream Capital Management
California
$506K
RCS
394
Retirement Capital Strategies
California
$505K
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$505K
RW
396
REDW Wealth
New Mexico
$501K
BJL
397
Brighton Jones LLC
Washington
$500K
SWP
398
Stratos Wealth Partners
Ohio
$489K
JCM
399
Jacobi Capital Management
Pennsylvania
$484K
HA
400
HC Advisors
Georgia
$482K