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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
BC
201
Bulwark Capital
Florida
$2.4M
AIM
202
AHL Investment Management
Florida
$2.39M
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$2.37M
MWM
204
Mission Wealth Management
California
$2.37M
AssetMark Inc
205
AssetMark Inc
California
$2.36M
VT
206
Vise Technologies
New York
$2.34M
GI
207
GLOBALT Investments
Georgia
$2.31M
DWM
208
Dakota Wealth Management
Florida
$2.29M
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$2.28M
FA
210
Fortis Advisors
Pennsylvania
$2.26M
CCA
211
Cobblestone Capital Advisors
New York
$2.23M
MFG
212
Mainsail Financial Group
Washington
$2.22M
IWB
213
Innovative Wealth Building
Maryland
$2.17M
NWMG
214
National Wealth Management Group
Ohio
$2.16M
TSS
215
Two Sigma Securities
New York
$2.07M
JWS
216
Juncture Wealth Strategies
Arizona
$2.02M
SAM
217
Smithbridge Asset Management
Pennsylvania
$2.01M
CFD
218
Creative Financial Designs
Indiana
$1.99M
Goldman Sachs
219
Goldman Sachs
New York
$1.98M
BOM
220
Bank of Marin
California
$1.97M
FPAS
221
Focus Partners Advisor Solutions
Missouri
$1.95M
PGAM
222
Princeton Global Asset Management
New Jersey
$1.94M
DG
223
DMC Group
Alabama
$1.92M
RWM
224
Rialto Wealth Management
New York
$1.89M
TIM
225
Tortoise Investment Management
New York
$1.89M