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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
CWM
601
Crowley Wealth Management
Delaware
$7.32K
GWM
602
Geneos Wealth Management
Colorado
$6.83K
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$6.83K
DJSG
604
D.J. St. Germain
Massachusetts
$6.32K
RFP
605
Root Financial Partners
California
$6.2K
BC
606
Barrett & Company
Rhode Island
$5.27K
MAFA
607
MJT & Associates Financial Advisory
Minnesota
$5.22K
PA
608
Parallel Advisors
California
$4.98K
MLA
609
MB, Levis & Associates
Pennsylvania
$4.71K
BBHC
610
Brown Brothers Harriman & Co
New York
$4.54K
ADL
611
Asset Dedication LLC
California
$4.14K
LFA
612
LGT Financial Advisors
Texas
$3.81K
QCMNJ
613
Quantum Capital Management (New Jersey)
New Jersey
$3.81K
JWA
614
JFS Wealth Advisors
Pennsylvania
$3.51K
WWM
615
Wolff Wiese Magana
California
$2.9K
MA
616
Montag & Associates
Georgia
$2.88K
SL
617
Salomon & Ludwin
Virginia
$1.85K
GPFA
618
Game Plan Financial Advisors
Ohio
$1.75K
TCM
619
Triumph Capital Management
Colorado
$1.56K
KFI
620
Key Financial Inc
Pennsylvania
$1.56K
RF
621
Rossby Financial
Florida
$1.56K
WWM
622
Wagner Wealth Management
South Carolina
$838
SWM
623
Spire Wealth Management
Virginia
$756
TFA
624
Transamerica Financial Advisors
Florida
$539
FGAM
625
Financial Gravity Asset Management
Texas
$342