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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
RW
326
Rede Wealth
Virginia
$925K
MWM
327
McCartney Wealth Management
Missouri
$922K
AWAG
328
ARS Wealth Advisors Group
Florida
$921K
PNC
329
Park National Corp
Ohio
$912K
AWM
330
Accurate Wealth Management
Florida
$909K
FIC
331
Family Investment Center
Missouri
$898K
EWA
332
Exencial Wealth Advisors
Oklahoma
$896K
BSTWA
333
Blake Schutter Theil Wealth Advisors
Ohio
$887K
CP
334
Cumberland Partners
Ontario, Canada
$886K
BCL
335
BDFS Capital LLC
Delaware
$880K
MS
336
Madden Securities
Texas
$867K
SPF
337
South Plains Financial
Texas
$863K
Corient Private Wealth
338
Corient Private Wealth
Florida
$856K
LK
339
Lumbard & Kellner
New Hampshire
$852K
SW
340
Simplicity Wealth
New Jersey
$851K
DBRC
341
D.B. Root & Company
Pennsylvania
$846K
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$840K
BCA
343
Bay Colony Advisors
Massachusetts
$839K
CBA
344
Coastal Bridge Advisors
Connecticut
$822K
KCIC
345
Kuhn & Co Investment Counsel
Illinois
$821K
UCFA
346
United Capital Financial Advisors
Texas
$812K
UB
347
UMB Bank
Missouri
$800K
CA
348
Cambridge Advisors
Nebraska
$798K
SFA
349
Sequoia Financial Advisors
Ohio
$792K
SFA
350
Seneca Financial Advisors
New York
$772K