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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
NA
201
NewEdge Advisors
Louisiana
$2.47M
BAMG
202
Brand Asset Management Group
Missouri
$2.47M
LWA
203
Lantern Wealth Advisors
New York
$2.47M
BC
204
Bulwark Capital
Florida
$2.4M
AIM
205
AHL Investment Management
Florida
$2.39M
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$2.37M
MWM
207
Mission Wealth Management
California
$2.37M
AssetMark Inc
208
AssetMark Inc
California
$2.36M
VT
209
Vise Technologies
New York
$2.34M
GI
210
GLOBALT Investments
Georgia
$2.31M
DWM
211
Dakota Wealth Management
Florida
$2.29M
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$2.28M
FA
213
Fortis Advisors
Pennsylvania
$2.26M
CCA
214
Cobblestone Capital Advisors
New York
$2.23M
MFG
215
Mainsail Financial Group
Washington
$2.22M
IWB
216
Innovative Wealth Building
Maryland
$2.17M
NWMG
217
National Wealth Management Group
Ohio
$2.16M
TSS
218
Two Sigma Securities
New York
$2.07M
JWS
219
Juncture Wealth Strategies
Arizona
$2.02M
SAM
220
Smithbridge Asset Management
Pennsylvania
$2.01M
CFD
221
Creative Financial Designs
Indiana
$1.99M
Goldman Sachs
222
Goldman Sachs
New York
$1.98M
BOM
223
Bank of Marin
California
$1.97M
FPAS
224
Focus Partners Advisor Solutions
Missouri
$1.95M
PGAM
225
Princeton Global Asset Management
New Jersey
$1.94M