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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
VBFP
426
Valtinson Bruner Financial Planning
Minnesota
$380K
CNWM
427
Clay Northam Wealth Management
California
$378K
P
428
&Partners
Tennessee
$376K
FWM
429
Forza Wealth Management
Florida
$376K
FCB
430
First County Bank
Connecticut
$375K
FF
431
Friedenthal Financial
New Jersey
$369K
CCG
432
Ceeto Capital Group
Florida
$366K
GCA
433
Genesee Capital Advisors
New York
$364K
SEIA
434
Signature Estate & Investment Advisors
California
$362K
ASN
435
Advisory Services Network
Georgia
$361K
NCM
436
Northwest Capital Management
Oregon
$356K
FCA
437
Fortis Capital Advisors
Kansas
$349K
LFA
438
Lauterbach Financial Advisors
Texas
$348K
HCP
439
Hardin Capital Partners
South Carolina
$346K
SI
440
Stonekeep Investments
New Mexico
$344K
AWS
441
Arkfeld Wealth Strategies
Nebraska
$340K
EAM
442
Empirical Asset Management
Massachusetts
$338K
AWA
443
Arkadios Wealth Advisors
Georgia
$334K
SOS
444
Silver Oak Securities
Tennessee
$333K
LA
445
Latitude Advisors
Florida
$331K
FAG
446
Financial Architects (Georgia)
Georgia
$326K
LRPA
447
L. Roy Papp & Associates
Arizona
$326K
RWM
448
Revisor Wealth Management
Ohio
$318K
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$316K
LAIC
450
Lederer & Associates Investment Counsel
California
$315K