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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
FEG
51
Fund Evaluation Group
Ohio
$18.9M
JAG
52
Journey Advisory Group
Kentucky
$18.5M
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$18.4M
NG
54
Novem Group
New York
$17.6M
SWA
55
Stratos Wealth Advisors
Ohio
$17.2M
WA
56
Waverly Advisors
Alabama
$16.7M
JWM
57
JPL Wealth Management
Colorado
$16.5M
Raymond James Financial
58
Raymond James Financial
Florida
$16.1M
II
59
Inspire Investing
Idaho
$16.1M
MSG
60
Main Street Group
Virginia
$15.4M
BA
61
Ballast Advisors
Minnesota
$15.2M
AA
62
Alesco Advisors
New York
$14.6M
RCA
63
Resonant Capital Advisors
Wisconsin
$14.5M
PFA
64
Pure Financial Advisors
California
$14.4M
MAM
65
Marotta Asset Management
Virginia
$14.3M
AWE
66
Avidian Wealth Enterprises
Texas
$14.1M
BDF
67
Black Diamond Financial
Maryland
$14M
PPH
68
Pure Portfolios Holdings
Oregon
$14M
BP
69
BWM Planning
Texas
$13.7M
WIA
70
World Investment Advisors
California
$13.7M
NFG
71
Northeast Financial Group
Pennsylvania
$13.5M
CCM
72
Cloud Capital Management
Washington
$13.4M
RWB
73
RMR Wealth Builders
New Jersey
$13.4M
TCM
74
Towneley Capital Management
California
$12.9M
VCM
75
Vivaldi Capital Management
Illinois
$12.2M