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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
EWA
251
EP Wealth Advisors
California
$1.57M
CWA
252
Clearview Wealth Advisors
Oregon
$1.56M
TLFA
253
True Link Financial Advisors
California
$1.56M
MFG
254
Mendota Financial Group
Wisconsin
$1.54M
CWM
255
Centurion Wealth Management
Virginia
$1.5M
BFA
256
Beacon Financial Advisory
Ohio
$1.49M
PWM
257
Pines Wealth Management
North Carolina
$1.47M
WANY
258
Wealthspire Advisors (New York)
New York
$1.45M
JFG
259
JDM Financial Group
Texas
$1.45M
GWWM
260
Great Waters Wealth Management
Minnesota
$1.44M
SWA
261
Sightline Wealth Advisors
Connecticut
$1.44M
RFPS
262
Reality Financial Planning Services
Florida
$1.43M
ATI
263
ARK & TLK Investments
Oklahoma
$1.42M
EWA
264
EverSource Wealth Advisors
Alabama
$1.41M
CA
265
Calton & Associates
Florida
$1.37M
SF
266
Seek First
California
$1.35M
HWAM
267
Hennion & Walsh Asset Management
New Jersey
$1.32M
BFG
268
Bleakley Financial Group
New Jersey
$1.32M
FCH
269
Freestone Capital Holdings
Washington
$1.31M
MWM
270
MFG Wealth Management
Indiana
$1.29M
KF
271
K2 Financial
California
$1.28M
AW
272
Alteri Wealth
California
$1.28M
CIR
273
Clear Investment Research
Georgia
$1.28M
RWM
274
Rialto Wealth Management
New York
$1.27M
FVWA
275
Foster Victor Wealth Advisors
South Carolina
$1.27M