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Schwab Short-Term US Treasury ETF

667 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 86 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
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 +$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
FVWA
276
Foster Victor Wealth Advisors
South Carolina
$1.27M
PAI
277
Pittenger & Anderson Inc
Nebraska
$1.27M
NHT
278
New Hampshire Trust
New Hampshire
$1.26M
LAM
279
Lummis Asset Management
Texas
$1.26M
MAS
280
MPWM Advisory Solutions
Georgia
$1.26M
FAM
281
Frontier Asset Management
Wyoming
$1.25M
KF
282
Krilogy Financial
Missouri
$1.25M
OCA
283
OpenArc Corporate Advisory
Georgia
$1.25M
SAI
284
Savvy Advisors Inc
New York
$1.24M
BWM
285
BCS Wealth Management
Tennessee
$1.23M
NFG
286
Nations Financial Group
Iowa
$1.22M
IA
287
Inspire Advisors
Idaho
$1.22M
AWMG
288
Alliance Wealth Management Group
New Jersey
$1.22M
TCM
289
Towercrest Capital Management
Pennsylvania
$1.22M
VC
290
Veery Capital
Delaware
$1.21M
SIP
291
Sellwood Investment Partners
Oregon
$1.2M
CCFCSB
292
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M
BDPWM
293
Barnes Dennig Private Wealth Management
Ohio
$1.2M
JWCA
294
J.W. Cole Advisors
Florida
$1.18M
AC
295
Avestar Capital
New York
$1.17M
BFWM
296
Bright Futures Wealth Management
New York
$1.16M
EWM
297
Evermay Wealth Management
Virginia
$1.16M
EFG
298
Ethos Financial Group
Pennsylvania
$1.16M
AWM
299
Apollon Wealth Management
South Carolina
$1.1M
TVAMP
300
Tennessee Valley Asset Management Partners
Tennessee
$1.1M