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Schwab Ultra-Short Income ETF
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19 hedge funds and large institutions have $7.12M invested in Schwab Ultra-Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Holders
19
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.1M | |
| 2 | +$1.07M | |
| 3 | +$280K | |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$53.1K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$16.2K |
Top Sellers
| 1 | -$2.27M | |
| 2 | -$2.21M | |
| 3 | -$328K | |
| 4 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
-$322K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$302K |
