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