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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
VA
301
Vident Advisory
Georgia
$1.09M
Koshinski Asset Management
302
Koshinski Asset Management
Illinois
$1.08M
KAS
303
Kestra Advisory Services
Texas
$1.08M
TWP
304
Tempus Wealth Planning
California
$1.07M
PCWA
305
Pacific Capital Wealth Advisors
California
$1.07M
TCM
306
Twele Capital Management
Minnesota
$1.07M
CIA
307
Concurrent Investment Advisors
Florida
$1.06M
Bank of New York Mellon
308
Bank of New York Mellon
New York
$1.05M
VCWM
309
Vista Cima Wealth Management
Arizona
$1.05M
NRI
310
NFP Retirement Inc
California
$1.05M
WA
311
Win Advisors
Florida
$1.05M
CFS
312
Coordinated Financial Services
Colorado
$1.04M
BCM
313
Birmingham Capital Management
Alabama
$1.04M
AFP
314
Ausdal Financial Partners
Iowa
$1.04M
GFP
315
Guardian Financial Partners
California
$1.03M
MHFA
316
Mission Hills Financial Advisory
California
$997K
KWM
317
Kingsview Wealth Management
Oregon
$996K
LF
318
LifePlan Financial
Minnesota
$992K
SAM
319
Sherman Asset Management
California
$971K
Renaissance Technologies
320
Renaissance Technologies
New York
$970K
AOWM
321
Asset One Wealth Management
Washington
$947K
SPL
322
Smart Portfolios LLC
Washington
$937K
TFG
323
Team Financial Group
California
$929K
FT
324
Fiduciary Trust
Massachusetts
$927K
EWM
325
Elmwood Wealth Management
California
$926K