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Schwab Short-Term US Treasury ETF

665 hedge funds and large institutions have $8.17B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$123M
2 +$93.5M
3 +$33.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$33.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$1.99M
JWS
227
Juncture Wealth Strategies
Arizona
$1.98M
BOM
228
Bank of Marin
California
$1.98M
Goldman Sachs
229
Goldman Sachs
New York
$1.97M
IWB
230
Innovative Wealth Building
Maryland
$1.97M
OFS
231
Opus Financial Solutions
Illinois
$1.93M
VFG
232
Valley Financial Group
Pennsylvania
$1.92M
VT
233
Vise Technologies
New York
$1.9M
TWM
234
Trevian Wealth Management
Massachusetts
$1.9M
TIM
235
Tortoise Investment Management
New York
$1.88M
HWMC
236
Heritage Wealth Management (California)
California
$1.88M
BRPW
237
Ballast Rock Private Wealth
South Carolina
$1.84M
WCFA
238
Walkner Condon Financial Advisors
Wisconsin
$1.83M
MWM
239
MBE Wealth Management
Wisconsin
$1.83M
AHC
240
Anderson Hoagland & Co
Missouri
$1.81M
OFS
241
OneAscent Financial Services
Alabama
$1.81M
IA
242
IFP Advisors
Florida
$1.79M
BH
243
Burk Holdings
Oklahoma
$1.75M
DT
244
Diversified Trust
Tennessee
$1.7M
BRIA
245
Balanced Rock Investment Advisors
Massachusetts
$1.7M
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$1.66M
UAG
247
United Advisor Group
Ohio
$1.65M
BCI
248
Brinker Capital Investments
Pennsylvania
$1.65M
CFGSD
249
Compass Financial Group (South Dakota)
South Dakota
$1.65M
MWM
250
Mission Wealth Management
California
$1.6M