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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
TFG
326
Team Financial Group
California
$929K
FT
327
Fiduciary Trust
Massachusetts
$927K
EWM
328
Elmwood Wealth Management
California
$926K
RW
329
Rede Wealth
Virginia
$925K
MWM
330
McCartney Wealth Management
Missouri
$922K
AWAG
331
ARS Wealth Advisors Group
Florida
$921K
PNC
332
Park National Corp
Ohio
$912K
AWM
333
Accurate Wealth Management
Florida
$909K
FIC
334
Family Investment Center
Missouri
$898K
EWA
335
Exencial Wealth Advisors
Oklahoma
$896K
BSTWA
336
Blake Schutter Theil Wealth Advisors
Ohio
$887K
CP
337
Cumberland Partners
Ontario, Canada
$886K
BC
338
BDFS Capital
Delaware
$880K
MS
339
Madden Securities
Texas
$867K
SPF
340
South Plains Financial
Texas
$863K
LK
341
Lumbard & Kellner
New Hampshire
$852K
SW
342
Simplicity Wealth
New Jersey
$851K
DBRC
343
D.B. Root & Company
Pennsylvania
$846K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$840K
BCA
345
Bay Colony Advisors
Massachusetts
$839K
CBA
346
Coastal Bridge Advisors
Connecticut
$822K
KCIC
347
Kuhn & Co Investment Counsel
Illinois
$821K
UCFA
348
United Capital Financial Advisors
Texas
$812K
UB
349
UMB Bank
Missouri
$800K
CA
350
Cambridge Advisors
Nebraska
$798K