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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
SB
651
Strategic Blueprint
Georgia
B
652
Bensler
Washington
EP
653
Edgestream Partners
New Jersey
ARC
654
Advisor Resource Council
Texas
IWM
655
IHT Wealth Management
Illinois
CCFM
656
Clear Creek Financial Management
Washington
AA
657
Advisory Alpha
Michigan
XT
658
XTX Topco
Cayman Islands
SCM
659
Seascape Capital Management
New Hampshire
CAS
660
Coppell Advisory Solutions
Texas
BPW
661
BLVD Private Wealth
Kentucky
BFG
662
Bouchey Financial Group
New York
Northern Trust
663
Northern Trust
Illinois
PIA
664
Perennial Investment Advisors
California
FFO
665
Fortitude Family Office
Arizona
T
666
Transce3nd
Texas
NFSG
667
Newbridge Financial Services Group
Florida
VNA
668
Valley National Advisers
Pennsylvania
NC
669
NewSquare Capital
Pennsylvania
CFB
670
Cullen/Frost Bankers
Texas
RP
671
Rice Partnership
Hawaii
WA
672
Whipplewood Advisors
Colorado
MAWAG
673
Mid-American Wealth Advisory Group
Missouri
OPTFSNA
674
Old Point Trust & Financial Services N A
Virginia
SC
675
SouthState Corp
Florida