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Schwab Short-Term US Treasury ETF

674 hedge funds and large institutions have $7.98B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
AWM
301
Apollon Wealth Management
South Carolina
$1.1M
TVAMP
302
Tennessee Valley Asset Management Partners
Tennessee
$1.1M
EAM
303
Evanson Asset Management
California
$1.1M
VA
304
Vident Advisory
Georgia
$1.09M
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$1.08M
KAS
306
Kestra Advisory Services
Texas
$1.08M
TWP
307
Tempus Wealth Planning
California
$1.07M
PCWA
308
Pacific Capital Wealth Advisors
California
$1.07M
TCM
309
Twele Capital Management
Minnesota
$1.07M
CIA
310
Concurrent Investment Advisors
Florida
$1.06M
Bank of New York Mellon
311
Bank of New York Mellon
New York
$1.05M
VCWM
312
Vista Cima Wealth Management
Arizona
$1.05M
NRI
313
NFP Retirement Inc
California
$1.05M
WA
314
Win Advisors
Florida
$1.05M
CFS
315
Coordinated Financial Services
Colorado
$1.04M
BCM
316
Birmingham Capital Management
Alabama
$1.04M
AFP
317
Ausdal Financial Partners
Iowa
$1.04M
GFP
318
Guardian Financial Partners
California
$1.03M
MHFA
319
Mission Hills Financial Advisory
California
$997K
KWM
320
Kingsview Wealth Management
Oregon
$996K
LF
321
LifePlan Financial
Minnesota
$992K
SAM
322
Sherman Asset Management
California
$971K
Renaissance Technologies
323
Renaissance Technologies
New York
$970K
AOWM
324
Asset One Wealth Management
Washington
$947K
SPL
325
Smart Portfolios LLC
Washington
$937K