SCHO icon

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
SPA
501
Sentinel Pension Advisors
Massachusetts
$222K
PA
502
PFG Advisors
Arizona
$222K
BCM
503
Blume Capital Management
California
$217K
MWM
504
Meridian Wealth Management
Kentucky
$214K
AIA
505
Accelerate Investment Advisors
California
$210K
SA
506
Strategic Advocates
Utah
$209K
TA
507
TPG Advisors
Illinois
$208K
AO
508
Advisor OS
Illinois
$208K
WAM
509
Weatherly Asset Management
California
$207K
BDFN
510
Bond & Devick Financial Network
Minnesota
$206K
RCM
511
RB Capital Management
Nevada
$205K
BHPW
512
Beverly Hills Private Wealth
California
$205K
VFIC
513
Valley Forge Investment Consultants
Pennsylvania
$205K
Pathstone Holdings
514
Pathstone Holdings
New Jersey
$205K
RFA
515
Resurgent Financial Advisors
Georgia
$203K
TIA
516
Traphagen Investment Advisors
New Jersey
$202K
WLIM
517
White Lighthouse Investment Management
Massachusetts
$202K
AWA
518
Arete Wealth Advisors
Illinois
$201K
LGA
519
Lebenthal Global Advisors
New York
$200K
AC
520
Anson Capital
Georgia
$200K
AUB
521
Atlantic Union Bankshares
Virginia
$193K
SA
522
SRH Advisors
Kansas
$186K
CTC
523
Central Trust Company
Missouri
$177K
MFA
524
Morling Financial Advisors
California
$169K
Fifth Third Bancorp
525
Fifth Third Bancorp
Ohio
$165K