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Schwab Short-Term US Treasury ETF

637 hedge funds and large institutions have $7.81B invested in Schwab Short-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 283 increasing their positions, 233 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
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
GHA
156
GW Henssler & Associates
Georgia
$3.9M
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.75M
CWA
158
Cornerstone Wealth Advisors
Minnesota
$3.64M
PK
159
Pflug Koory
Nebraska
$3.63M
BlackRock
160
BlackRock
New York
$3.61M
AF
161
Allworth Financial
California
$3.6M
NP
162
NorthRock Partners
Minnesota
$3.55M
BCM
163
Brookstone Capital Management
Illinois
$3.52M
AIS
164
American Investment Services
Massachusetts
$3.42M
GCG
165
Gilbert Capital Group
Maine
$3.38M
BPA
166
Beacon Pointe Advisors
California
$3.32M
SF
167
Summit Financial
New Jersey
$3.31M
KPWS
168
Kestra Private Wealth Services
Texas
$3.29M
BAM
169
Berkshire Asset Management
Pennsylvania
$3.28M
SSWM
170
Sheets Smith Wealth Management
North Carolina
$3.2M
VCA
171
Verdence Capital Advisors
Maryland
$3.14M
LTL
172
Lowery Thomas LLC
California
$3.14M
JBW
173
Journey Beyond Wealth
Georgia
$3.09M
BI
174
Beckerman Institutional
New Jersey
$3.09M
WA
175
WBH Advisory
Maryland
$3.06M