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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
NCM
376
Nelson Capital Management
California
$582K
TFG
377
Team Financial Group
California
$581K
FIB
378
First Interstate Bank
Montana
$577K
Financial Engines Advisors
379
Financial Engines Advisors
California
$572K
BWM
380
BCS Wealth Management
Tennessee
$568K
ACA
381
Aptus Capital Advisors
Alabama
$563K
VA
382
Vestwell Advisors
New York
$556K
LOPW
383
Live Oak Private Wealth
North Carolina
$547K
BWM
384
Blossom Wealth Management
California
$546K
CWP
385
Core Wealth Partners
California
$535K
SPIA
386
Steward Partners Investment Advisory
New York
$535K
NFW
387
Noble Family Wealth
Florida
$532K
LEFP
388
Leading Edge Financial Planning
Tennessee
$526K
ACA
389
American Capital Advisory
Idaho
$525K
BF
390
Brucke Financial
Indiana
$521K
FAFN
391
First Affirmative Financial Network
Colorado
$514K
MCM
392
Mainstream Capital Management
California
$506K
RCS
393
Retirement Capital Strategies
California
$505K
GWANC
394
Guardian Wealth Advisors (North Carolina)
North Carolina
$505K
RW
395
REDW Wealth
New Mexico
$501K
BJL
396
Brighton Jones LLC
Washington
$500K
SWP
397
Stratos Wealth Partners
Ohio
$489K
JCM
398
Jacobi Capital Management
Pennsylvania
$484K
HA
399
HC Advisors
Georgia
$482K
SWM
400
SeaCrest Wealth Management
New York
$476K