We are live on ! Find out more
SCHO icon

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
LF
326
LifePlan Financial
Minnesota
$992K -$12.2K -499 -1%
SAM
327
Sherman Asset Management
California
$971K +$53.2K +2,180 +6%
Renaissance Technologies
328
Renaissance Technologies
New York
$970K -$43.4M -1,781,261 -98%
AOWM
329
Asset One Wealth Management
Washington
$947K +$949K +38,939 New
SPL
330
Smart Portfolios LLC
Washington
$937K
TFG
331
Team Financial Group
California
$929K +$350K +14,336 +60%
FT
332
Fiduciary Trust
Massachusetts
$927K +$928K +38,056 New
EWM
333
Elmwood Wealth Management
California
$926K
RW
334
Rede Wealth
Virginia
$925K +$925K +37,956 New
MWM
335
McCartney Wealth Management
Missouri
$922K +$923K +37,842 New
AWAG
336
ARS Wealth Advisors Group
Florida
$921K
PNC
337
Park National Corp
Ohio
$912K +$912K +37,404 New
AWM
338
Accurate Wealth Management
Florida
$909K -$1.07K -44 -0.1%
FIC
339
Family Investment Center
Missouri
$898K +$7.41K +304 +0.8%
EWA
340
Exencial Wealth Advisors
Oklahoma
$896K +$15.1K +620 +2%
BSTWA
341
Blake Schutter Theil Wealth Advisors
Ohio
$887K -$2.24K -92 -0.3%
CP
342
Cumberland Partners
Ontario, Canada
$886K +$8.41K +345 +1%
BC
343
BDFS Capital
Delaware
$880K +$881K +36,117 New
MS
344
Madden Securities
Texas
$867K +$98.7K +4,049 +13%
SPF
345
South Plains Financial
Texas
$863K
LK
346
Lumbard & Kellner
New Hampshire
$852K -$196K -8,023 -19%
SW
347
Simplicity Wealth
New Jersey
$851K +$47.8K +1,960 +6%
DBRC
348
D.B. Root & Company
Pennsylvania
$846K -$147K -6,010 -15%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$840K -$813K -33,337 -49%
BCA
350
Bay Colony Advisors
Massachusetts
$839K -$91.7K -3,761 -10%