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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
AIFAIM
501
American Institute for Advanced Investment Management
Arizona
$232K
LIA
502
Lynx Investment Advisory
District of Columbia
$230K
FM
503
Foster & Motley
Ohio
$228K
MWM
504
Modera Wealth Management
New Jersey
$228K
WA
505
WPG Advisers
Maryland
$226K
W
506
WorthPointe
California
$226K
GVAG
507
Great Valley Advisor Group
Delaware
$224K
SPA
508
Sentinel Pension Advisors
Massachusetts
$222K
PA
509
PFG Advisors
Arizona
$222K
BCM
510
Blume Capital Management
California
$217K
MWM
511
Meridian Wealth Management
Kentucky
$214K
AIA
512
Accelerate Investment Advisors
California
$210K
SA
513
Strategic Advocates
Utah
$209K
TA
514
TPG Advisors
Illinois
$208K
AO
515
Advisor OS
Illinois
$208K
WAM
516
Weatherly Asset Management
California
$207K
BDFN
517
Bond & Devick Financial Network
Minnesota
$206K
RCM
518
RB Capital Management
Nevada
$205K
BHPW
519
Beverly Hills Private Wealth
California
$205K
VFIC
520
Valley Forge Investment Consultants
Pennsylvania
$205K
Pathstone Holdings
521
Pathstone Holdings
New Jersey
$205K
RFA
522
Resurgent Financial Advisors
Georgia
$203K
TIA
523
Traphagen Investment Advisors
New Jersey
$202K
WLIM
524
White Lighthouse Investment Management
Massachusetts
$202K
AWA
525
Arete Wealth Advisors
Illinois
$201K