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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
FCH
276
Freestone Capital Holdings
Washington
$1.31M -$31.2K -1,278 -2%
MWM
277
MFG Wealth Management
Indiana
$1.29M -$3.05K -125 -0.2%
KF
278
K2 Financial
California
$1.28M -$98.2K -4,029 -7%
AW
279
Alteri Wealth
California
$1.28M +$39.1K +1,605 +3%
CIR
280
Clear Investment Research
Georgia
$1.28M +$89.6K +3,673 +8%
RWM
281
Rialto Wealth Management
New York
$1.27M -$618K -25,358 -33%
FVWA
282
Foster Victor Wealth Advisors
South Carolina
$1.27M +$105K +4,308 +9%
PAI
283
Pittenger & Anderson Inc
Nebraska
$1.27M +$155K +6,357 +14%
NHT
284
New Hampshire Trust
New Hampshire
$1.26M +$452K +18,531 +56%
LAM
285
Lummis Asset Management
Texas
$1.26M -$40.9K -1,678 -3%
MAS
286
MPWM Advisory Solutions
Georgia
$1.26M +$199K +8,155 +19%
FAM
287
Frontier Asset Management
Wyoming
$1.25M -$26.4K -1,084 -2%
KF
288
Krilogy Financial
Missouri
$1.25M +$3K +123 +0.2%
OCA
289
OpenArc Corporate Advisory
Georgia
$1.25M +$1.25M +51,344 New
SAI
290
Savvy Advisors Inc
New York
$1.24M -$78K -3,199 -6%
HAG
291
HighPoint Advisor Group
Illinois
$1.23M +$1.23M +50,602 New
BWM
292
BCS Wealth Management
Tennessee
$1.23M +$662K +27,154 +117%
NFG
293
Nations Financial Group
Iowa
$1.22M +$571K +23,404 +87%
IA
294
Inspire Advisors
Idaho
$1.22M +$170K +6,966 +16%
AWMG
295
Alliance Wealth Management Group
New Jersey
$1.22M +$38.3K +1,571 +3%
TCM
296
Towercrest Capital Management
Pennsylvania
$1.22M +$38.3K +1,571 +3%
VC
297
Veery Capital
Delaware
$1.21M -$58.2K -2,389 -5%
SIP
298
Sellwood Investment Partners
Oregon
$1.2M -$1.39M -56,862 -54%
CCFCSB
299
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M
BDPWM
300
Barnes Dennig Private Wealth Management
Ohio
$1.2M +$147K +6,020 +14%