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
CIM
526
Contravisory Investment Management
Massachusetts
$157K
MSWA
527
Marshall & Sterling Wealth Advisors
New York
$151K
FDW
528
Fourth Dimension Wealth
Ohio
$132K
GBT
529
Grove Bank & Trust
Florida
$130K
TPCW
530
TD Private Client Wealth
New York
$127K
PTC
531
Private Trust Company
Ohio
$126K
LFG
532
Larson Financial Group
Missouri
$126K
VFA
533
Valeo Financial Advisors
Indiana
$123K
CAL
534
Capital Analysts LLC
Pennsylvania
$120K
EB
535
Eastern Bank
Massachusetts
$119K
LB
536
Legacy Bridge
Iowa
$112K
AWM
537
AE Wealth Management
Kansas
$112K
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K
HNW
539
High Note Wealth
Minnesota
$107K
SWP
540
Strategic Wealth Partners
Ohio
$104K
AIM
541
Anchor Investment Management
South Carolina
$97.1K
CFP
542
Comprehensive Financial Planning
Pennsylvania
$80.1K
BWL
543
Bogart Wealth LLC
Virginia
$79.2K
CAM
544
Costello Asset Management
Pennsylvania
$78.5K
FFA
545
Founders Financial Alliance
North Carolina
$70.8K
SC
546
Stance Capital
Massachusetts
$67.2K
RMP
547
Richards, Merrill & Peterson
Washington
$64K
PC
548
Promus Capital
Illinois
$62.8K
PCM
549
Perritt Capital Management
Illinois
$62.6K
WTC
550
WhitTier Trust Company
Nevada
$61.5K