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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
Empower Advisory Group
476
Empower Advisory Group
Colorado
$260K
TC
477
TownSquare Capital
Utah
$259K
MGIA
478
Moneta Group Investment Advisors
Missouri
$257K
TIA
479
Tiemann Investment Advisors
California
$255K
AMIM
480
Aull & Monroe Investment Management
Alabama
$254K
Envestnet Portfolio Solutions
481
Envestnet Portfolio Solutions
Illinois
$250K
AOWM
482
Alpha Omega Wealth Management
Virginia
$248K
AR
483
Apeiron RIA
Texas
$245K
USCWA
484
U.S. Capital Wealth Advisors
Texas
$244K
RA
485
RFG Advisory
Alabama
$243K
CIC
486
Carnegie Investment Counsel
Ohio
$239K
SIA
487
Soltis Investment Advisors
Utah
$239K
Fidelity Investments
488
Fidelity Investments
Massachusetts
$237K
RWA
489
Roberts Wealth Advisors
California
$236K
IPA
490
Investment Planning Advisors
Georgia
$236K
LA
491
LexAurum Advisors
Kansas
$235K
HW
492
HORAN Wealth
Ohio
$233K
GCM
493
Generation Capital Management
New York
$232K
AIFAIM
494
American Institute for Advanced Investment Management
Arizona
$232K
LIA
495
Lynx Investment Advisory
District of Columbia
$230K
FM
496
Foster & Motley
Ohio
$228K
MWM
497
Modera Wealth Management
New Jersey
$228K
WA
498
WPG Advisers
Maryland
$226K
W
499
WorthPointe
California
$226K
GVAG
500
Great Valley Advisor Group
Delaware
$224K