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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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$38.6M
MFG
27
Merit Financial Group
Georgia
$38.1M
FCA
28
FLC Capital Advisors
California
$37.2M
HPA
29
High Probability Advisors
New York
$34.7M
AFS
30
Access Financial Services
Minnesota
$32.9M
SCM
31
SCS Capital Management
Massachusetts
$32.3M
LIM
32
Leavell Investment Management
Alabama
$30.2M
MT
33
Midwest Trust
Kansas
$29.5M
MCM
34
MAI Capital Management
Ohio
$28.5M
UCMOK
35
United Capital Management of KS
Kansas
$27M
PCM
36
Passive Capital Management
Maryland
$26.9M
HF
37
Holcombe Financial
Georgia
$26.1M
CST
38
Charles Schwab Trust
Nevada
$24.5M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$24.1M
WF
40
Williams Financial
Vermont
$23.1M
UBS Group
41
UBS Group
Switzerland
$23M
AWM
42
Avior Wealth Management
Nebraska
$22M
AFG
43
Altiora Financial Group
Ohio
$21.5M
GGS
44
Galvin Gaustad & Stein
Arizona
$20.8M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$20.7M
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$20.5M
MWC
47
MBM Wealth Consultants
Missouri
$19.7M
CMP
48
Courage Miller Partners
Virginia
$19.5M
Truist Financial
49
Truist Financial
North Carolina
$19.2M
AF
50
Advisornet Financial
Minnesota
$19.1M