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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
BCI
251
Brinker Capital Investments
Pennsylvania
$1.65M
CFGSD
252
Compass Financial Group (South Dakota)
South Dakota
$1.65M
MWM
253
Mission Wealth Management
California
$1.6M
EWA
254
EP Wealth Advisors
California
$1.57M
CWA
255
Clearview Wealth Advisors
Oregon
$1.56M
TLFA
256
True Link Financial Advisors
California
$1.56M
MFG
257
Mendota Financial Group
Wisconsin
$1.54M
CWM
258
Centurion Wealth Management
Virginia
$1.5M
BFA
259
Beacon Financial Advisory
Ohio
$1.49M
PWM
260
Pines Wealth Management
North Carolina
$1.47M
WANY
261
Wealthspire Advisors (New York)
New York
$1.45M
JFG
262
JDM Financial Group
Texas
$1.45M
GWWM
263
Great Waters Wealth Management
Minnesota
$1.44M
SWA
264
Sightline Wealth Advisors
Connecticut
$1.44M
RFPS
265
Reality Financial Planning Services
Florida
$1.43M
ATI
266
ARK & TLK Investments
Oklahoma
$1.42M
EWA
267
EverSource Wealth Advisors
Alabama
$1.41M
CA
268
Calton & Associates
Florida
$1.37M
SF
269
Seek First
California
$1.35M
HWAM
270
Hennion & Walsh Asset Management
New Jersey
$1.32M
BFG
271
Bleakley Financial Group
New Jersey
$1.32M
FCH
272
Freestone Capital Holdings
Washington
$1.31M
MWM
273
MFG Wealth Management
Indiana
$1.29M
KF
274
K2 Financial
California
$1.28M
AW
275
Alteri Wealth
California
$1.28M