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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
PWM
476
PBMares Wealth Management
Virginia
$274K
TF
477
Trek Financial
Arizona
$270K
AQR Capital Management
478
AQR Capital Management
Connecticut
$270K
ZIG
479
Zullo Investment Group
Pennsylvania
$270K
TFA
480
Toth Financial Advisory
Virginia
$268K
SFM
481
Signet Financial Management
New Jersey
$263K
WFA
482
WMG Financial Advisors
Tennessee
$262K
Empower Advisory Group
483
Empower Advisory Group
Colorado
$260K
TC
484
TownSquare Capital
Utah
$259K
MGIA
485
Moneta Group Investment Advisors
Missouri
$257K
TIA
486
Tiemann Investment Advisors
California
$255K
AMIM
487
Aull & Monroe Investment Management
Alabama
$254K
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$250K
AOWM
489
Alpha Omega Wealth Management
Virginia
$248K
AR
490
Apeiron RIA
Texas
$245K
USCWA
491
U.S. Capital Wealth Advisors
Texas
$244K
RA
492
RFG Advisory
Alabama
$243K
CIC
493
Carnegie Investment Counsel
Ohio
$239K
SIA
494
Soltis Investment Advisors
Utah
$239K
Fidelity Investments
495
Fidelity Investments
Massachusetts
$237K
RWA
496
Roberts Wealth Advisors
California
$236K
IPA
497
Investment Planning Advisors
Georgia
$236K
LA
498
LexAurum Advisors
Kansas
$235K
HW
499
HORAN Wealth
Ohio
$233K
GCM
500
Generation Capital Management
New York
$232K