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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
Comerica Bank
376
Comerica Bank
Texas
$667K
DAS
377
Diversify Advisory Services
Utah
$659K
PWM
378
Perigon Wealth Management
California
$655K
EV
379
EJMK Ventures
Illinois
$649K
VFPW
380
Vantage Financial Partners (Wisconsin)
Wisconsin
$646K
WFS
381
Weitzel Financial Services
Iowa
$642K
TWM
382
Tradition Wealth Management
Minnesota
$635K
NFW
383
Noble Family Wealth
Florida
$630K
PS
384
Planned Solutions
California
$626K
LOWM
385
Laurel Oak Wealth Management
New Jersey
$626K
CW
386
CreativeOne Wealth
Kansas
$625K
SA
387
Stewardship Advisors
Pennsylvania
$625K
AFA
388
Amicus Financial Advisors
Texas
$616K
FFA
389
Florida Financial Advisors
Florida
$613K
TSS
390
Two Sigma Securities
New York
$610K
MSFS
391
Main Street Financial Solutions
Pennsylvania
$608K
SWP
392
Stratos Wealth Partners
Ohio
$591K
Citadel Advisors
393
Citadel Advisors
Florida
$576K
CPIG
394
Chicago Partners Investment Group
Illinois
$576K
SWP
395
Sagespring Wealth Partners
Tennessee
$575K
HIC
396
Hartline Investment Corp
Illinois
$574K
Financial Engines Advisors
397
Financial Engines Advisors
California
$560K
LOPW
398
Live Oak Private Wealth
North Carolina
$559K
ACA
399
Aptus Capital Advisors
Alabama
$559K
NCM
400
Nelson Capital Management
California
$557K