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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
DT
251
Diversified Trust
Tennessee
$1.7M -$68.2K -2,797 -4%
BRIA
252
Balanced Rock Investment Advisors
Massachusetts
$1.7M +$16.8K +690 +1%
BNP Paribas Financial Markets
253
BNP Paribas Financial Markets
France
$1.66M +$1.64M +67,300 +10,751%
UAG
254
United Advisor Group
Ohio
$1.65M +$290K +11,875 +21%
BCI
255
Brinker Capital Investments
Pennsylvania
$1.65M +$739K +30,296 +81%
CFGSD
256
Compass Financial Group (South Dakota)
South Dakota
$1.65M +$411K +16,861 +33%
MWM
257
Mission Wealth Management
California
$1.6M -$763K -31,288 -32%
EWA
258
EP Wealth Advisors
California
$1.57M +$1.57M +64,514 New
CWA
259
Clearview Wealth Advisors
Oregon
$1.56M +$114K +4,672 +8%
TLFA
260
True Link Financial Advisors
California
$1.56M +$18.8K +773 +1%
MFG
261
Mendota Financial Group
Wisconsin
$1.54M -$31.7K -1,299 -2%
CWM
262
Centurion Wealth Management
Virginia
$1.5M +$73.1K +3,000 +5%
BFA
263
Beacon Financial Advisory
Ohio
$1.49M +$321K +13,175 +28%
PWM
264
Pines Wealth Management
North Carolina
$1.47M +$145K +5,937 +11%
WANY
265
Wealthspire Advisors (New York)
New York
$1.45M +$14.8K +607 +1%
JFG
266
JDM Financial Group
Texas
$1.45M +$1.45M +59,502 New
GWWM
267
Great Waters Wealth Management
Minnesota
$1.44M +$127K +5,197 +10%
SWA
268
Sightline Wealth Advisors
Connecticut
$1.44M +$625K +25,632 +77%
RFPS
269
Reality Financial Planning Services
Florida
$1.43M +$1.43M +58,563 New
ATI
270
ARK & TLK Investments
Oklahoma
$1.42M +$95.6K +3,922 +7%
EWA
271
EverSource Wealth Advisors
Alabama
$1.41M +$168K +6,897 +14%
CA
272
Calton & Associates
Florida
$1.37M -$352K -14,420 -20%
SF
273
Seek First
California
$1.35M +$29.3K +1,203 +2%
HWAM
274
Hennion & Walsh Asset Management
New Jersey
$1.32M -$64.6K -2,648 -5%
BFG
275
Bleakley Financial Group
New Jersey
$1.32M -$16.3K -669 -1%