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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
TCM
376
Traub Capital Management
Massachusetts
$692K -$3.05K -125 -0.4%
HSA
377
HBK Sorce Advisory
Pennsylvania
$691K +$94K +3,855 +16%
DE
378
Diversified Enterprises
Delaware
$691K +$229K +9,374 +49%
MAS
379
Madden Advisory Services
Florida
$689K +$36.2K +1,483 +6%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$685K -$16.4K -673 -2%
OIA
381
OneDigital Investment Advisors
Kansas
$668K -$137K -5,629 -17%
Comerica Bank
382
Comerica Bank
Texas
$667K -$23.2K -952 -3%
DAS
383
Diversify Advisory Services
Utah
$659K -$463K -18,987 -41%
PWM
384
Perigon Wealth Management
California
$655K -$42.4K -1,738 -6%
EV
385
EJMK Ventures
Illinois
$649K +$649K +26,633 New
VFPW
386
Vantage Financial Partners (Wisconsin)
Wisconsin
$646K -$44K -1,803 -6%
WFS
387
Weitzel Financial Services
Iowa
$642K -$27.5K -1,127 -4%
TWM
388
Tradition Wealth Management
Minnesota
$635K -$36.5K -1,499 -5%
IFG
389
Independent Financial Group
California
$631K +$151K +6,178 +31%
NFW
390
Noble Family Wealth
Florida
$630K +$98.2K +4,026 +18%
PS
391
Planned Solutions
California
$626K -$166K -6,805 -21%
LOWM
392
Laurel Oak Wealth Management
New Jersey
$626K +$626K +25,674 New
CW
393
CreativeOne Wealth
Kansas
$625K -$5.87M -240,570 -90%
SA
394
Stewardship Advisors
Pennsylvania
$625K +$6.95K +285 +1%
AFA
395
Amicus Financial Advisors
Texas
$616K +$616K +25,285 New
FFA
396
Florida Financial Advisors
Florida
$613K +$180K +7,369 +41%
TSS
397
Two Sigma Securities
New York
$610K -$1.45M -59,615 -70%
MSFS
398
Main Street Financial Solutions
Pennsylvania
$608K +$1.44K +59 +0.2%
SWP
399
Stratos Wealth Partners
Ohio
$591K +$103K +4,237 +21%
Citadel Advisors
400
Citadel Advisors
Florida
$576K -$1.01M -41,322 -64%