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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
CBA
351
Coastal Bridge Advisors
Connecticut
$822K +$52.3K +2,145 +7%
KCIC
352
Kuhn & Co Investment Counsel
Illinois
$821K +$2.54K +104 +0.3%
UCFA
353
United Capital Financial Advisors
Texas
$812K +$11.2K +459 +1%
UB
354
UMB Bank
Missouri
$800K +$141K +5,784 +21%
CA
355
Cambridge Advisors
Nebraska
$798K
SFA
356
Sequoia Financial Advisors
Ohio
$792K -$272K -11,158 -26%
DF
357
Downshift Financial
Colorado
$775K +$776K +31,838 New
SFA
358
Seneca Financial Advisors
New York
$772K -$241K -9,889 -24%
GC
359
Granville Capital
North Carolina
$767K +$767K +31,470 New
HCWM
360
Hidden Cove Wealth Management
Washington
$767K -$260K -10,664 -25%
BP
361
BNP Paribas
France
$767K +$86.5K +3,546 +13%
GTAM
362
Global Trust Asset Management
Florida
$755K -$42.7K -1,750 -5%
VI
363
VanderPol Investments
Michigan
$753K +$117K +4,818 +18%
LJAC
364
L.J. Altfest & Co
New York
$739K +$11.7K +480 +2%
AI
365
Atria Investments
North Carolina
$736K -$628K -25,738 -46%
CIC
366
Chilton Investment Company
Connecticut
$729K
LKBC
367
L.K. Benson & Company
Maryland
$728K +$332K +13,602 +84%
PPW
368
Pasadena Private Wealth
California
$725K -$649K -26,630 -47%
AWMM
369
Aegis Wealth Management (Maryland)
Maryland
$722K +$120K +4,916 +20%
EH
370
Equitable Holdings
New York
$721K +$13.5K +554 +2%
SOS
371
Silver Oak Securities
Tennessee
$718K +$386K +15,828 +116%
WWM
372
Western Wealth Management
Colorado
$713K -$11.8K -483 -2%
FPAS
373
Focus Partners Advisor Solutions
Missouri
$712K -$1.24M -50,976 -64%
SIG
374
Spinnaker Investment Group
California
$704K -$12.1K -497 -2%
HCP
375
Hexagon Capital Partners
Arkansas
$695K -$653K -26,775 -48%