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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
JWCA
301
J.W. Cole Advisors
Florida
$1.18M +$216K +8,864 +21%
AC
302
Avestar Capital
New York
$1.17M
BFWM
303
Bright Futures Wealth Management
New York
$1.16M +$128K +5,243 +12%
EWM
304
Evermay Wealth Management
Virginia
$1.16M -$6.29K -258 -0.5%
EFG
305
Ethos Financial Group
Pennsylvania
$1.16M +$19.7K +809 +2%
AWM
306
Apollon Wealth Management
South Carolina
$1.1M -$766K -31,411 -41%
TVAMP
307
Tennessee Valley Asset Management Partners
Tennessee
$1.1M -$101K -4,124 -8%
EAM
308
Evanson Asset Management
California
$1.1M +$25.6K +1,052 +2%
VA
309
Vident Advisory
Georgia
$1.09M -$79.5K -3,261 -7%
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$1.08M -$465K -19,056 -30%
KAS
311
Kestra Advisory Services
Texas
$1.08M +$150K +6,159 +16%
TWP
312
Tempus Wealth Planning
California
$1.07M +$132K +5,425 +14%
PCWA
313
Pacific Capital Wealth Advisors
California
$1.07M +$8.02K +329 +0.8%
TCM
314
Twele Capital Management
Minnesota
$1.07M +$41.7K +1,712 +4%
CIA
315
Concurrent Investment Advisors
Florida
$1.06M +$29.8K +1,223 +3%
Bank of New York Mellon
316
Bank of New York Mellon
New York
$1.05M -$3.95M -161,986 -79%
VCWM
317
Vista Cima Wealth Management
Arizona
$1.05M +$6.9K +283 +0.7%
NRI
318
NFP Retirement Inc
California
$1.05M +$6.14K +252 +0.6%
WA
319
Win Advisors
Florida
$1.05M -$101K -4,138 -9%
CFS
320
Coordinated Financial Services
Colorado
$1.04M +$213K +8,738 +26%
BCM
321
Birmingham Capital Management
Alabama
$1.04M -$741K -30,400 -42%
AFP
322
Ausdal Financial Partners
Iowa
$1.04M -$303K -12,429 -23%
GFP
323
Guardian Financial Partners
California
$1.03M +$2.8K +115 +0.3%
MHFA
324
Mission Hills Financial Advisory
California
$997K +$387K +15,870 +63%
KWM
325
Kingsview Wealth Management
Oregon
$996K +$610 +25 +0.1%