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Schwab Short-Term US Treasury ETF

638 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
638
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
SWP
551
Strategic Wealth Partners
Ohio
$104K
AIM
552
Anchor Investment Management
South Carolina
$97.1K
CFP
553
Comprehensive Financial Planning
Pennsylvania
$80.1K
BWL
554
Bogart Wealth LLC
Virginia
$79.2K
CAM
555
Costello Asset Management
Pennsylvania
$78.5K
AWM
556
AllSquare Wealth Management
New York
$75.4K
FFA
557
Founders Financial Alliance
North Carolina
$70.8K
SC
558
Stance Capital
Massachusetts
$67.2K
PPA
559
Painted Porch Advisors
California
$66.4K
RMP
560
Richards, Merrill & Peterson
Washington
$64K
PC
561
Promus Capital
Illinois
$62.8K
PCM
562
Perritt Capital Management
Illinois
$62.6K
WTC
563
WhitTier Trust Company
Nevada
$61.5K
TCM
564
Tradewinds Capital Management
Washington
$55.6K
VWM
565
Vermillion Wealth Management
Minnesota
$55.1K
FFWM
566
Future Financial Wealth Management
Ohio
$52.3K
BF
567
BOK Financial
Oklahoma
$51.2K
BTI
568
Blue Trust Inc
Georgia
$51.2K
BAM
569
Bellevue Asset Management
Washington
$49.4K
ST
570
Smithfield Trust
Pennsylvania
$49K
CIAS
571
Capital Investment Advisory Services
North Carolina
$48K
FRA
572
Front Row Advisors
California
$40.9K
MWPCG
573
Measured Wealth Private Client Group
New Hampshire
$40.9K
SIS
574
Sound Income Strategies
Florida
$34K
GWM
575
GSB Wealth Management
Connecticut
$33.7K