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Schwab Short-Term US Treasury ETF

635 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, 281 increasing their positions, 232 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
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
CAG
176
Csenge Advisory Group
Florida
$2.97M
AIA
177
Aventus Investment Advisors
Florida
$2.92M
NFTC
178
North Forty Two & Co
Oregon
$2.89M
CVM
179
Cheviot Value Management
California
$2.88M
BIM
180
Breakwater Investment Management
Washington
$2.88M
BEI
181
Benjamin Edwards Inc
Missouri
$2.87M
LA
182
Lifeworks Advisors
Michigan
$2.84M
ES
183
ETF Store
Kansas
$2.84M
WHCI
184
W.H. Cornerstone Investments
Massachusetts
$2.84M
WWM
185
WT Wealth Management
Arizona
$2.8M
PRS
186
Pinkerton Retirement Specialists
Idaho
$2.78M
IRP
187
Investment Research Partners
Pennsylvania
$2.78M
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$2.76M
PAG
189
Private Advisor Group
New Jersey
$2.75M
VFG
190
Valley Financial Group
Pennsylvania
$2.74M
AAS
191
Asset Allocation Strategies
Michigan
$2.73M
EF
192
Elite Financial
Idaho
$2.73M
SWM
193
SigFig Wealth Management
California
$2.72M
GLR
194
Great Lakes Retirement
Ohio
$2.71M
LPAM
195
Lodestar Private Asset Management
California
$2.69M
DA
196
Dover Advisors
Virginia
$2.67M
William Blair & Company
197
William Blair & Company
Illinois
$2.65M
DFC
198
DBK Financial Counsel
Ohio
$2.62M
SIP
199
Sellwood Investment Partners
Oregon
$2.59M
JFGLC
200
Johnson Financial Group LLC (Colorado)
Colorado
$2.5M