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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
ME
601
McIlrath & Eck
Washington
$13.1K
NS
602
NBC Securities
Alabama
$13.1K
WP
603
WealthShield Partners
North Carolina
$11.3K
CI
604
Cordant Inc
Oregon
$10.9K
CFG
605
Chapman Financial Group
Hawaii
$10.6K
CIBC Private Wealth Group
606
CIBC Private Wealth Group
Georgia
$10.5K
FGA
607
Fortis Group Advisors
New Jersey
$9.81K
GEA
608
Glen Eagle Advisors
New Jersey
$9.76K
TCOV
609
Trust Company of Vermont
Vermont
$9.13K
AIA
610
Arcadia Investment Advisors
Idaho
$8.69K
DRP
611
Decker Retirement Planning
Utah
$8.64K
PFBT
612
Parkside Financial Bank & Trust
Missouri
$7.56K
WIM
613
Westside Investment Management
California
$7.37K
CWM
614
Crowley Wealth Management
Delaware
$7.32K
GWM
615
Geneos Wealth Management
Colorado
$6.83K
OSAM
616
O'Shaughnessy Asset Management
Connecticut
$6.83K
DJSG
617
D.J. St. Germain
Massachusetts
$6.32K
RFP
618
Root Financial Partners
California
$6.2K
BC
619
Barrett & Company
Rhode Island
$5.27K
MAFA
620
MJT & Associates Financial Advisory
Minnesota
$5.22K
PA
621
Parallel Advisors
California
$4.98K
MLA
622
MB, Levis & Associates
Pennsylvania
$4.71K
BBHC
623
Brown Brothers Harriman & Co
New York
$4.54K
ADL
624
Asset Dedication LLC
California
$4.14K
LFA
625
LGT Financial Advisors
Texas
$3.81K