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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
SWM
401
SeaCrest Wealth Management
New York
$476K
TAM
402
Titleist Asset Management
Texas
$474K
1IA
403
1620 Investment Advisors
Massachusetts
$466K
ONB
404
Old National Bancorp
Indiana
$465K
DE
405
Diversified Enterprises
Delaware
$463K
CFA
406
Cahill Financial Advisors
Minnesota
$461K
IWN
407
Independent Wealth Network
Iowa
$458K
WS
408
Wedbush Securities
California
$458K
BFA
409
Bragg Financial Advisors
North Carolina
$458K
AFA
410
Avant Financial Advisors
Texas
$457K
SG
411
Somerset Group
Minnesota
$453K
CA
412
Clearstead Advisors
Ohio
$453K
ATPW
413
Ashton Thomas Private Wealth
Arizona
$444K
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
$441K
FFA
415
Florida Financial Advisors
Florida
$434K
Natixis Advisors
416
Natixis Advisors
Massachusetts
$432K
B
417
Birchbrook
Maine
$426K
SIAG
418
Signet Investment Advisory Group
Rhode Island
$423K
TA
419
Tactive Advisors
Florida
$415K
PSCM
420
Per Stirling Capital Management
Texas
$413K
DPI
421
Diversified Portfolios Inc
Michigan
$407K
CPIG
422
Chicago Partners Investment Group
Illinois
$407K
BCWM
423
Bartlett & Co Wealth Management
Ohio
$405K
SRCM
424
Signature Resources Capital Management
California
$404K
AWM
425
Axxcess Wealth Management
California
$403K