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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
PWM
376
Perigon Wealth Management
California
$655K
VFPW
377
Vantage Financial Partners (Wisconsin)
Wisconsin
$646K
WFS
378
Weitzel Financial Services
Iowa
$642K
TWM
379
Tradition Wealth Management
Minnesota
$635K
NFW
380
Noble Family Wealth
Florida
$630K
PS
381
Planned Solutions
California
$626K
LOWM
382
Laurel Oak Wealth Management
New Jersey
$626K
CW
383
CreativeOne Wealth
Kansas
$625K
SA
384
Stewardship Advisors
Pennsylvania
$625K
FFA
385
Florida Financial Advisors
Florida
$613K
TSS
386
Two Sigma Securities
New York
$610K
MSFS
387
Main Street Financial Solutions
Pennsylvania
$608K
SWP
388
Stratos Wealth Partners
Ohio
$591K
Citadel Advisors
389
Citadel Advisors
Florida
$576K
CPIG
390
Chicago Partners Investment Group
Illinois
$576K
SWP
391
Sagespring Wealth Partners
Tennessee
$575K
HIC
392
Hartline Investment Corp
Illinois
$574K
Financial Engines Advisors
393
Financial Engines Advisors
California
$560K
LOPW
394
Live Oak Private Wealth
North Carolina
$559K
ACA
395
Aptus Capital Advisors
Alabama
$559K
NCM
396
Nelson Capital Management
California
$557K
ONB
397
Old National Bancorp
Indiana
$554K
VWA
398
VSM Wealth Advisory
Maryland
$542K
SA
399
Sanctuary Advisors
Indiana
$530K
SPIA
400
Steward Partners Investment Advisory
New York
$529K