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Schwab Short-Term US Treasury ETF

672 hedge funds and large institutions have $7.97B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
FT
326
Fiduciary Trust
Massachusetts
$927K
EWM
327
Elmwood Wealth Management
California
$926K
RW
328
Rede Wealth
Virginia
$925K
MWM
329
McCartney Wealth Management
Missouri
$922K
AWAG
330
ARS Wealth Advisors Group
Florida
$921K
PNC
331
Park National Corp
Ohio
$912K
AWM
332
Accurate Wealth Management
Florida
$909K
FIC
333
Family Investment Center
Missouri
$898K
EWA
334
Exencial Wealth Advisors
Oklahoma
$896K
BSTWA
335
Blake Schutter Theil Wealth Advisors
Ohio
$887K
CP
336
Cumberland Partners
Ontario, Canada
$886K
BC
337
BDFS Capital
Delaware
$880K
MS
338
Madden Securities
Texas
$867K
SPF
339
South Plains Financial
Texas
$863K
LK
340
Lumbard & Kellner
New Hampshire
$852K
SW
341
Simplicity Wealth
New Jersey
$851K
DBRC
342
D.B. Root & Company
Pennsylvania
$846K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$840K
BCA
344
Bay Colony Advisors
Massachusetts
$839K
CBA
345
Coastal Bridge Advisors
Connecticut
$822K
KCIC
346
Kuhn & Co Investment Counsel
Illinois
$821K
UCFA
347
United Capital Financial Advisors
Texas
$812K
UB
348
UMB Bank
Missouri
$800K
CA
349
Cambridge Advisors
Nebraska
$798K
SFA
350
Sequoia Financial Advisors
Ohio
$792K