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