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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
OPWM
101
Oakwell Private Wealth Management
Texas
$8.21M
SFG
102
Stonebridge Financial Group
Pennsylvania
$7.98M
Mariner
103
Mariner
Kansas
$7.88M
ES
104
Eagle Strategies
New York
$7.71M
APG
105
Abacus Planning Group
South Carolina
$7.62M
GP
106
Greenline Partners
New York
$7.57M
MHR
107
Matthew Hamilton Rosenberg
$7.5M
GSF
108
Grove Street Fiduciary
New Hampshire
$7.21M
APC
109
Asset Planning Corporation
Tennessee
$7.17M
AC
110
Apella Capital
Connecticut
$6.97M
HI
111
Harbour Investments
Wisconsin
$6.83M
MWP
112
Momentum Wealth Planning
Florida
$6.83M
BA
113
Bard Associates
Illinois
$6.74M
CMBA
114
C.M. Bidwell & Associates
Hawaii
$6.56M
CW
115
CreativeOne Wealth
Kansas
$6.5M
MOS
116
MGO One Seven
Ohio
$6.49M
EK
117
Evensky & Katz
Florida
$6.4M
IWC
118
Integrated Wealth Concepts
Massachusetts
$6.17M
CB
119
Commerce Bank
Missouri
$6.16M
DAS
120
Dynamic Advisor Solutions
Arizona
$6.05M
WAM
121
WNY Asset Management
New York
$6.04M
SG
122
StoneX Group
New York
$5.91M
FFA
123
Farther Finance Advisors
California
$5.77M
HWM
124
HB Wealth Management
Georgia
$5.74M
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$5.67M