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Schwab Short-Term US Treasury ETF

637 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, 283 increasing their positions, 233 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
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
RIM
476
Rockbridge Investment Management
New York
$277K
M
477
MYeCFO
California
$276K
PWM
478
PBMares Wealth Management
Virginia
$274K
TF
479
Trek Financial
Arizona
$270K
AQR Capital Management
480
AQR Capital Management
Connecticut
$270K
ZIG
481
Zullo Investment Group
Pennsylvania
$270K
TFA
482
Toth Financial Advisory
Virginia
$268K
SFM
483
Signet Financial Management
New Jersey
$263K
WFA
484
WMG Financial Advisors
Tennessee
$262K
Empower Advisory Group
485
Empower Advisory Group
Colorado
$260K
TC
486
TownSquare Capital
Utah
$259K
MGIA
487
Moneta Group Investment Advisors
Missouri
$257K
TIA
488
Tiemann Investment Advisors
California
$255K
AMIM
489
Aull & Monroe Investment Management
Alabama
$254K
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$250K
AOWM
491
Alpha Omega Wealth Management
Virginia
$248K
AR
492
Apeiron RIA
Texas
$245K
USCWA
493
U.S. Capital Wealth Advisors
Texas
$244K
RA
494
RFG Advisory
Alabama
$243K
CIC
495
Carnegie Investment Counsel
Ohio
$239K
SIA
496
Soltis Investment Advisors
Utah
$239K
Fidelity Investments
497
Fidelity Investments
Massachusetts
$237K
RWA
498
Roberts Wealth Advisors
California
$236K
IPA
499
Investment Planning Advisors
Georgia
$236K
LA
500
LexAurum Advisors
Kansas
$235K