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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
PAI
276
Pittenger & Anderson Inc
Nebraska
$1.27M
NHT
277
New Hampshire Trust
New Hampshire
$1.26M
LAM
278
Lummis Asset Management
Texas
$1.26M
MAS
279
MPWM Advisory Solutions
Georgia
$1.26M
FAM
280
Frontier Asset Management
Wyoming
$1.25M
KF
281
Krilogy Financial
Missouri
$1.25M
OCA
282
OpenArc Corporate Advisory
Georgia
$1.25M
SAI
283
Savvy Advisors Inc
New York
$1.24M
BWM
284
BCS Wealth Management
Tennessee
$1.23M
NFG
285
Nations Financial Group
Iowa
$1.22M
IA
286
Inspire Advisors
Idaho
$1.22M
AWMG
287
Alliance Wealth Management Group
New Jersey
$1.22M
TCM
288
Towercrest Capital Management
Pennsylvania
$1.22M
VC
289
Veery Capital
Delaware
$1.21M
SIP
290
Sellwood Investment Partners
Oregon
$1.2M
CCFCSB
291
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M
BDPWM
292
Barnes Dennig Private Wealth Management
Ohio
$1.2M
JWCA
293
J.W. Cole Advisors
Florida
$1.18M
AC
294
Avestar Capital
New York
$1.17M
BFWM
295
Bright Futures Wealth Management
New York
$1.16M
EWM
296
Evermay Wealth Management
Virginia
$1.16M
EFG
297
Ethos Financial Group
Pennsylvania
$1.16M
AWM
298
Apollon Wealth Management
South Carolina
$1.1M
TVAMP
299
Tennessee Valley Asset Management Partners
Tennessee
$1.1M
EAM
300
Evanson Asset Management
California
$1.1M