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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
LGA
526
Lebenthal Global Advisors
New York
$200K
AC
527
Anson Capital
Georgia
$200K
AUB
528
Atlantic Union Bankshares
Virginia
$193K
SA
529
SRH Advisors
Kansas
$186K
CTC
530
Central Trust Company
Missouri
$177K
MFA
531
Morling Financial Advisors
California
$169K
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$165K
CIM
533
Contravisory Investment Management
Massachusetts
$157K
MSWA
534
Marshall & Sterling Wealth Advisors
New York
$151K
FDW
535
Fourth Dimension Wealth
Ohio
$132K
CIA
536
Cape Investment Advisory
Georgia
$131K
GBT
537
Grove Bank & Trust
Florida
$130K
TPCW
538
TD Private Client Wealth
New York
$127K
PTC
539
Private Trust Company
Ohio
$126K
LFG
540
Larson Financial Group
Missouri
$126K
VFA
541
Valeo Financial Advisors
Indiana
$123K
CAL
542
Capital Analysts LLC
Pennsylvania
$120K
EB
543
Eastern Bank
Massachusetts
$119K
LB
544
Legacy Bridge
Iowa
$112K
AWM
545
AE Wealth Management
Kansas
$112K
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K
HNW
547
High Note Wealth
Minnesota
$107K
SWP
548
Strategic Wealth Partners
Ohio
$104K
AIM
549
Anchor Investment Management
South Carolina
$97.1K
CFP
550
Comprehensive Financial Planning
Pennsylvania
$80.1K