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Schwab Short-Term US Treasury ETF

638 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
638
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
JFGLC
201
Johnson Financial Group LLC (Colorado)
Colorado
$2.5M
NA
202
NewEdge Advisors
Louisiana
$2.47M
BAMG
203
Brand Asset Management Group
Missouri
$2.47M
LWA
204
Lantern Wealth Advisors
New York
$2.47M
BC
205
Bulwark Capital
Florida
$2.4M
AIM
206
AHL Investment Management
Florida
$2.39M
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$2.37M
MWM
208
Mission Wealth Management
California
$2.37M
AssetMark Inc
209
AssetMark Inc
California
$2.36M
VT
210
Vise Technologies
New York
$2.34M
GI
211
GLOBALT Investments
Georgia
$2.31M
DWM
212
Dakota Wealth Management
Florida
$2.29M
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$2.28M
FA
214
Fortis Advisors
Pennsylvania
$2.26M
CCA
215
Cobblestone Capital Advisors
New York
$2.23M
MFG
216
Mainsail Financial Group
Washington
$2.22M
IWB
217
Innovative Wealth Building
Maryland
$2.17M
NWMG
218
National Wealth Management Group
Ohio
$2.16M
TSS
219
Two Sigma Securities
New York
$2.07M
JWS
220
Juncture Wealth Strategies
Arizona
$2.02M
SAM
221
Smithbridge Asset Management
Pennsylvania
$2.01M
CFD
222
Creative Financial Designs
Indiana
$1.99M
Goldman Sachs
223
Goldman Sachs
New York
$1.98M
BOM
224
Bank of Marin
California
$1.97M
FPAS
225
Focus Partners Advisor Solutions
Missouri
$1.95M