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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
HW
501
HORAN Wealth
Ohio
$233K
GCM
502
Generation Capital Management
New York
$232K
AIFAIM
503
American Institute for Advanced Investment Management
Arizona
$232K
LIA
504
Lynx Investment Advisory
District of Columbia
$230K
FM
505
Foster & Motley
Ohio
$228K
MWM
506
Modera Wealth Management
New Jersey
$228K
WA
507
WPG Advisers
Maryland
$226K
W
508
WorthPointe
California
$226K
GVAG
509
Great Valley Advisor Group
Delaware
$224K
SPA
510
Sentinel Pension Advisors
Massachusetts
$222K
PA
511
PFG Advisors
Arizona
$222K
BCM
512
Blume Capital Management
California
$217K
MWM
513
Meridian Wealth Management
Kentucky
$214K
AIA
514
Accelerate Investment Advisors
California
$210K
SA
515
Strategic Advocates
Utah
$209K
TA
516
TPG Advisors
Illinois
$208K
AO
517
Advisor OS
Illinois
$208K
WAM
518
Weatherly Asset Management
California
$207K
BDFN
519
Bond & Devick Financial Network
Minnesota
$206K
RCM
520
RB Capital Management
Nevada
$205K
BHPW
521
Beverly Hills Private Wealth
California
$205K
VFIC
522
Valley Forge Investment Consultants
Pennsylvania
$205K
Pathstone Holdings
523
Pathstone Holdings
New Jersey
$205K
RFA
524
Resurgent Financial Advisors
Georgia
$203K
TIA
525
Traphagen Investment Advisors
New Jersey
$202K