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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
MAM
176
McLean Asset Management
Virginia
$3.04M
CAG
177
Csenge Advisory Group
Florida
$2.97M
AIA
178
Aventus Investment Advisors
Florida
$2.92M
NFTC
179
North Forty Two & Co
Oregon
$2.89M
CVM
180
Cheviot Value Management
California
$2.88M
BIM
181
Breakwater Investment Management
Washington
$2.88M
BEI
182
Benjamin Edwards Inc
Missouri
$2.87M
LA
183
Lifeworks Advisors
Michigan
$2.84M
ES
184
ETF Store
Kansas
$2.84M
WHCI
185
W.H. Cornerstone Investments
Massachusetts
$2.84M
WWM
186
WT Wealth Management
Arizona
$2.8M
PRS
187
Pinkerton Retirement Specialists
Idaho
$2.78M
IRP
188
Investment Research Partners
Pennsylvania
$2.78M
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$2.76M
PAG
190
Private Advisor Group
New Jersey
$2.75M
VFG
191
Valley Financial Group
Pennsylvania
$2.74M
AAS
192
Asset Allocation Strategies
Michigan
$2.73M
EF
193
Elite Financial
Idaho
$2.73M
SWM
194
SigFig Wealth Management
California
$2.72M
GLR
195
Great Lakes Retirement
Ohio
$2.71M
LPAM
196
Lodestar Private Asset Management
California
$2.69M
DA
197
Dover Advisors
Virginia
$2.67M
William Blair & Company
198
William Blair & Company
Illinois
$2.65M
DFC
199
DBK Financial Counsel
Ohio
$2.62M
SIP
200
Sellwood Investment Partners
Oregon
$2.59M