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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
WLIM
526
White Lighthouse Investment Management
Massachusetts
$202K
AWA
527
Arete Wealth Advisors
Illinois
$201K
LGA
528
Lebenthal Global Advisors
New York
$200K
AC
529
Anson Capital
Georgia
$200K
AUB
530
Atlantic Union Bankshares
Virginia
$193K
SA
531
SRH Advisors
Kansas
$186K
CTC
532
Central Trust Company
Missouri
$177K
MFA
533
Morling Financial Advisors
California
$169K
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$165K
CIM
535
Contravisory Investment Management
Massachusetts
$157K
MSWA
536
Marshall & Sterling Wealth Advisors
New York
$151K
FDW
537
Fourth Dimension Wealth
Ohio
$132K
CIA
538
Cape Investment Advisory
Georgia
$131K
GBT
539
Grove Bank & Trust
Florida
$130K
TPCW
540
TD Private Client Wealth
New York
$127K
PTC
541
Private Trust Company
Ohio
$126K
LFG
542
Larson Financial Group
Missouri
$126K
VFA
543
Valeo Financial Advisors
Indiana
$123K
CAL
544
Capital Analysts LLC
Pennsylvania
$120K
EB
545
Eastern Bank
Massachusetts
$119K
LB
546
Legacy Bridge
Iowa
$112K
AWM
547
AE Wealth Management
Kansas
$112K
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K
HNW
549
High Note Wealth
Minnesota
$107K
SWP
550
Strategic Wealth Partners
Ohio
$104K