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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
NFTC
176
North Forty Two & Co
Oregon
$2.89M
CVM
177
Cheviot Value Management
California
$2.88M
BIM
178
Breakwater Investment Management
Washington
$2.88M
BEI
179
Benjamin Edwards Inc
Missouri
$2.87M
LA
180
Lifeworks Advisors
Michigan
$2.84M
ES
181
ETF Store
Kansas
$2.84M
WHCI
182
W.H. Cornerstone Investments
Massachusetts
$2.84M
WWM
183
WT Wealth Management
Arizona
$2.8M
PRS
184
Pinkerton Retirement Specialists
Idaho
$2.78M
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$2.76M
PAG
186
Private Advisor Group
New Jersey
$2.75M
VFG
187
Valley Financial Group
Pennsylvania
$2.74M
AAS
188
Asset Allocation Strategies
Michigan
$2.73M
EF
189
Elite Financial
Idaho
$2.73M
SWM
190
SigFig Wealth Management
California
$2.72M
GLR
191
Great Lakes Retirement
Ohio
$2.71M
LPAM
192
Lodestar Private Asset Management
California
$2.69M
DA
193
Dover Advisors
Virginia
$2.67M
William Blair & Company
194
William Blair & Company
Illinois
$2.65M
DFC
195
DBK Financial Counsel
Ohio
$2.62M
SIP
196
Sellwood Investment Partners
Oregon
$2.59M
JFGLC
197
Johnson Financial Group LLC (Colorado)
Colorado
$2.5M
NA
198
NewEdge Advisors
Louisiana
$2.47M
BAMG
199
Brand Asset Management Group
Missouri
$2.47M
LWA
200
Lantern Wealth Advisors
New York
$2.47M