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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
BFA
401
Bragg Financial Advisors
North Carolina
$458K
AFA
402
Avant Financial Advisors
Texas
$457K
SG
403
Somerset Group
Minnesota
$453K
CA
404
Clearstead Advisors
Ohio
$453K
ATPW
405
Ashton Thomas Private Wealth
Arizona
$444K
Janney Montgomery Scott
406
Janney Montgomery Scott
Pennsylvania
$441K
FFA
407
Florida Financial Advisors
Florida
$434K
Natixis Advisors
408
Natixis Advisors
Massachusetts
$432K
B
409
Birchbrook
Maine
$426K
SIAG
410
Signet Investment Advisory Group
Rhode Island
$423K
TA
411
Tactive Advisors
Florida
$415K
PSCM
412
Per Stirling Capital Management
Texas
$413K
DPI
413
Diversified Portfolios Inc
Michigan
$407K
CPIG
414
Chicago Partners Investment Group
Illinois
$407K
BCWM
415
Bartlett & Co Wealth Management
Ohio
$405K
SRCM
416
Signature Resources Capital Management
California
$404K
AWM
417
Axxcess Wealth Management
California
$403K
AIM
418
Archer Investment Management
Texas
$403K
SF
419
Synovus Financial
Georgia
$402K
Brown Advisory
420
Brown Advisory
Maryland
$401K
LKBC
421
L.K. Benson & Company
Maryland
$397K
WI
422
WBI Investments
New Jersey
$396K
TA
423
TFB Advisors
Kansas
$394K
BAAM
424
Baker Avenue Asset Management
California
$384K
DWM
425
Dopkins Wealth Management
New York
$381K