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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
BPWM
451
Badgley Phelps Wealth Managers
Washington
$314K
LGWM
452
Litman Gregory Wealth Management
California
$314K
CA
453
CGN Advisors
Kansas
$311K
GLLW
454
Graves Light Lenhart Wealth
Virginia
$311K
SPW
455
Sonoma Private Wealth
California
$307K
SC
456
Scratch Capital
Idaho
$299K
RI
457
Ridgewood Investments
New Jersey
$298K
CFO
458
CVA Family Office
Colorado
$293K
FG
459
Fairman Group
Pennsylvania
$291K
WCP
460
Wealthcare Capital Partners
Pennsylvania
$289K
MWM
461
Maridea Wealth Management
New York
$287K
BFP
462
Brewster Financial Planning
New York
$286K
GCA
463
Gradient Capital Advisors
California
$284K
CCM
464
Chilton Capital Management
Texas
$282K
IJWM
465
Inman Jager Wealth Management
Mississippi
$281K
CIP
466
Capital Insight Partners
Arizona
$278K
RIM
467
Rockbridge Investment Management
New York
$277K
M
468
MYeCFO
California
$276K
PWM
469
PBMares Wealth Management
Virginia
$274K
TF
470
Trek Financial
Arizona
$270K
AQR Capital Management
471
AQR Capital Management
Connecticut
$270K
ZIG
472
Zullo Investment Group
Pennsylvania
$270K
TFA
473
Toth Financial Advisory
Virginia
$268K
SFM
474
Signet Financial Management
New Jersey
$263K
WFA
475
WMG Financial Advisors
Tennessee
$262K