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Schwab Short-Term US Treasury ETF

674 hedge funds and large institutions have $7.98B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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 +$93.5M
2 +$33.1M
3 +$33.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
5
SC
Savant Capital
Illinois
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
226
DMC Group
Alabama
$2.03M
VA
227
Valmark Advisers
Ohio
$2.02M
Jones Financial Companies
228
Jones Financial Companies
Missouri
$1.99M
JWS
229
Juncture Wealth Strategies
Arizona
$1.98M
BOM
230
Bank of Marin
California
$1.98M
Goldman Sachs
231
Goldman Sachs
New York
$1.97M
IWB
232
Innovative Wealth Building
Maryland
$1.97M
OFS
233
Opus Financial Solutions
Illinois
$1.93M
VFG
234
Valley Financial Group
Pennsylvania
$1.92M
VT
235
Vise Technologies
New York
$1.9M
TWM
236
Trevian Wealth Management
Massachusetts
$1.9M
TIM
237
Tortoise Investment Management
New York
$1.88M
HWMC
238
Heritage Wealth Management (California)
California
$1.88M
BRPW
239
Ballast Rock Private Wealth
South Carolina
$1.84M
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$1.83M
MWM
241
MBE Wealth Management
Wisconsin
$1.83M
AHC
242
Anderson Hoagland & Co
Missouri
$1.81M
OFS
243
OneAscent Financial Services
Alabama
$1.81M
IA
244
IFP Advisors
Florida
$1.79M
Corient Private Wealth
245
Corient Private Wealth
Florida
$1.76M
BH
246
Burk Holdings
Oklahoma
$1.75M
DT
247
Diversified Trust
Tennessee
$1.7M
BRIA
248
Balanced Rock Investment Advisors
Massachusetts
$1.7M
BNP Paribas Financial Markets
249
BNP Paribas Financial Markets
France
$1.66M
UAG
250
United Advisor Group
Ohio
$1.65M