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Schwab Short-Term US Treasury ETF

683 hedge funds and large institutions have $8.01B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 312 increasing their positions, 204 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 43

53% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 204

13% more funds holding in top 10

Funds holding in top 10: 4854 (+6)

6% more funds holding

Funds holding: 643683 (+40)

2% more capital invested

Capital invested by funds: $7.83B → $8.01B (+$177M)

2.09% less ownership

Funds ownership: 69.65%67.57% (-2.1%)

Holders
683
Holders Change
+40
Holders Change %
+6.22%
% of All Funds
8.31%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
0.66%
New
96
Increased
312
Reduced
204
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
226
First Financial Group
North Carolina
$2.14M +$787K +32,295 +58%
LWA
227
Lantern Wealth Advisors
New York
$2.09M -$371K -15,210 -15%
GRP
228
Global Retirement Partners
California
$2.08M +$485K +19,880 +30%
PGAM
229
Princeton Global Asset Management
New Jersey
$2.04M +$102K +4,165 +5%
DG
230
DMC Group
Alabama
$2.03M +$109K +4,454 +6%
VA
231
Valmark Advisers
Ohio
$2.02M +$459K +18,811 +29%
Jones Financial Companies
232
Jones Financial Companies
Missouri
$1.99M +$384K +15,732 +24%
JWS
233
Juncture Wealth Strategies
Arizona
$1.98M -$41.7K -1,709 -2%
BOM
234
Bank of Marin
California
$1.98M +$10.5K +432 +0.5%
Goldman Sachs
235
Goldman Sachs
New York
$1.97M -$2.88K -118 -0.1%
IWB
236
Innovative Wealth Building
Maryland
$1.97M -$196K -8,053 -9%
OFS
237
Opus Financial Solutions
Illinois
$1.93M +$1.93M +79,070 New
VFG
238
Valley Financial Group
Pennsylvania
$1.92M -$819K -33,583 -30%
VT
239
Vise Technologies
New York
$1.9M -$434K -17,799 -19%
TWM
240
Trevian Wealth Management
Massachusetts
$1.9M +$948K +38,894 +100%
TIM
241
Tortoise Investment Management
New York
$1.88M -$927 -38 -0%
HWMC
242
Heritage Wealth Management (California)
California
$1.88M +$1.88M +77,000 New
BRPW
243
Ballast Rock Private Wealth
South Carolina
$1.84M +$1.84M +75,549 New
WCFA
244
Walkner Condon Financial Advisors
Wisconsin
$1.83M +$22.5K +923 +1%
MWM
245
MBE Wealth Management
Wisconsin
$1.83M +$39.9K +1,638 +2%
AHC
246
Anderson Hoagland & Co
Missouri
$1.81M +$347K +14,224 +24%
OFS
247
OneAscent Financial Services
Alabama
$1.81M +$36.8K +1,511 +2%
IA
248
IFP Advisors
Florida
$1.79M +$305K +12,522 +21%
Corient Private Wealth
249
Corient Private Wealth
Florida
$1.76M +$1.15M +47,314 +176%
BH
250
Burk Holdings
Oklahoma
$1.75M +$487K +19,984 +39%