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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
SOS
451
Silver Oak Securities
Tennessee
$333K
LA
452
Latitude Advisors
Florida
$331K
FAG
453
Financial Architects (Georgia)
Georgia
$326K
LRPA
454
L. Roy Papp & Associates
Arizona
$326K
RWM
455
Revisor Wealth Management
Ohio
$318K
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$316K
LAIC
457
Lederer & Associates Investment Counsel
California
$315K
BPWM
458
Badgley Phelps Wealth Managers
Washington
$314K
LGWM
459
Litman Gregory Wealth Management
California
$314K
CA
460
CGN Advisors
Kansas
$311K
GLLW
461
Graves Light Lenhart Wealth
Virginia
$311K
SPW
462
Sonoma Private Wealth
California
$307K
SC
463
Scratch Capital
Idaho
$299K
RI
464
Ridgewood Investments
New Jersey
$298K
CFO
465
CVA Family Office
Colorado
$293K
FG
466
Fairman Group
Pennsylvania
$291K
WCP
467
Wealthcare Capital Partners
Pennsylvania
$289K
MWM
468
Maridea Wealth Management
New York
$287K
BFP
469
Brewster Financial Planning
New York
$286K
GCA
470
Gradient Capital Advisors
California
$284K
CCM
471
Chilton Capital Management
Texas
$282K
IJWM
472
Inman Jager Wealth Management
Mississippi
$281K
CIP
473
Capital Insight Partners
Arizona
$278K
RIM
474
Rockbridge Investment Management
New York
$277K
M
475
MYeCFO
California
$276K