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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
Lido Advisors
151
Lido Advisors
California
$4.17M
BIA
152
Bigelow Investment Advisors
Maine
$4.17M
HCM
153
Hutchinson Capital Management
California
$4.16M
CKAIS
154
Christensen King & Associates Investment Services
Washington
$3.96M
CCWA
155
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$3.75M
CWA
157
Cornerstone Wealth Advisors
Minnesota
$3.64M
PK
158
Pflug Koory
Nebraska
$3.63M
BlackRock
159
BlackRock
New York
$3.61M
NP
160
NorthRock Partners
Minnesota
$3.55M
BCM
161
Brookstone Capital Management
Illinois
$3.52M
AIS
162
American Investment Services
Massachusetts
$3.42M
BPA
163
Beacon Pointe Advisors
California
$3.32M
SF
164
Summit Financial
New Jersey
$3.31M
KPWS
165
Kestra Private Wealth Services
Texas
$3.29M
BAM
166
Berkshire Asset Management
Pennsylvania
$3.28M
SSWM
167
Sheets Smith Wealth Management
North Carolina
$3.2M
VCA
168
Verdence Capital Advisors
Maryland
$3.14M
LTL
169
Lowery Thomas LLC
California
$3.14M
JBW
170
Journey Beyond Wealth
Georgia
$3.09M
BI
171
Beckerman Institutional
New Jersey
$3.09M
WA
172
WBH Advisory
Maryland
$3.06M
MAM
173
McLean Asset Management
Virginia
$3.04M
CAG
174
Csenge Advisory Group
Florida
$2.97M
AIA
175
Aventus Investment Advisors
Florida
$2.92M