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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
ABC
126
Associated Banc-Corp
Wisconsin
$5.66M
DIA
127
Dean Investment Associates
Ohio
$5.64M
PAW
128
Plan A Wealth
Nebraska
$5.58M
FFN
129
Focus Financial Network
Minnesota
$5.44M
RTL
130
Red Tortoise LLC
Georgia
$5.36M
PS
131
Principal Securities
Iowa
$5.22M
VA
132
VestGen Advisors
Illinois
$5.18M
FF
133
Farrow Financial
Vermont
$5.05M
FTUS
134
Flow Traders U.S.
New York
$5.04M
ICM
135
Islay Capital Management
Texas
$5.02M
Bank of New York Mellon
136
Bank of New York Mellon
New York
$5.01M
MWM
137
Maltin Wealth Management
New Jersey
$4.99M
Baird Financial Group
138
Baird Financial Group
Wisconsin
$4.98M
SC
139
Savant Capital
Illinois
$4.97M
SP
140
Successful Portfolios
Florida
$4.95M
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$4.94M
VFS
142
Valpey Financial Services
New Hampshire
$4.92M
SHGA
143
Sand Hill Global Advisors
California
$4.84M
ISWM
144
Independent Solutions Wealth Management
New York
$4.82M
EWA
145
ERTS Wealth Advisors
Michigan
$4.68M
MPM
146
Meritage Portfolio Management
Kansas
$4.54M
EFH
147
Eaton Financial Holdings
Florida
$4.53M
CHJWM
148
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.47M
HI
149
Harrington Investments
California
$4.45M
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$4.29M