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Schwab Short-Term US Treasury ETF

672 hedge funds and large institutions have $7.97B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
VA
226
Valmark Advisers
Ohio
$2.02M
Jones Financial Companies
227
Jones Financial Companies
Missouri
$1.99M
JWS
228
Juncture Wealth Strategies
Arizona
$1.98M
BOM
229
Bank of Marin
California
$1.98M
Goldman Sachs
230
Goldman Sachs
New York
$1.97M
IWB
231
Innovative Wealth Building
Maryland
$1.97M
OFS
232
Opus Financial Solutions
Illinois
$1.93M
VFG
233
Valley Financial Group
Pennsylvania
$1.92M
VT
234
Vise Technologies
New York
$1.9M
TWM
235
Trevian Wealth Management
Massachusetts
$1.9M
TIM
236
Tortoise Investment Management
New York
$1.88M
HWMC
237
Heritage Wealth Management (California)
California
$1.88M
BRPW
238
Ballast Rock Private Wealth
South Carolina
$1.84M
WCFA
239
Walkner Condon Financial Advisors
Wisconsin
$1.83M
MWM
240
MBE Wealth Management
Wisconsin
$1.83M
AHC
241
Anderson Hoagland & Co
Missouri
$1.81M
OFS
242
OneAscent Financial Services
Alabama
$1.81M
IA
243
IFP Advisors
Florida
$1.79M
Corient Private Wealth
244
Corient Private Wealth
Florida
$1.76M
BH
245
Burk Holdings
Oklahoma
$1.75M
DT
246
Diversified Trust
Tennessee
$1.7M
BRIA
247
Balanced Rock Investment Advisors
Massachusetts
$1.7M
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$1.66M
UAG
249
United Advisor Group
Ohio
$1.65M
BCI
250
Brinker Capital Investments
Pennsylvania
$1.65M