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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
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$527K
SI
402
Stonekeep Investments
New Mexico
$525K
GWANC
403
Guardian Wealth Advisors (North Carolina)
North Carolina
$517K
BF
404
Brucke Financial
Indiana
$512K
BAM
405
Belpointe Asset Management
Nevada
$505K
FCA
406
Fortis Capital Advisors
Kansas
$505K
RCS
407
Retirement Capital Strategies
California
$504K
BWM
408
Blossom Wealth Management
California
$494K
PAS
409
Park Avenue Securities
New York
$488K
RW
410
REDW Wealth
New Mexico
$486K
JF
411
Joule Financial
Kentucky
$481K
HA
412
HC Advisors
Georgia
$479K
SWM
413
SeaCrest Wealth Management
New York
$476K
JCM
414
Jacobi Capital Management
Pennsylvania
$469K
Natixis Advisors
415
Natixis Advisors
Massachusetts
$469K
IWN
416
Independent Wealth Network
Iowa
$467K
1IA
417
1620 Investment Advisors
Massachusetts
$458K
BFA
418
Bragg Financial Advisors
North Carolina
$457K
AFA
419
Avant Financial Advisors
Texas
$457K
WS
420
Wedbush Securities
California
$454K
MCM
421
Mainstream Capital Management
California
$454K
CA
422
Clearstead Advisors
Ohio
$454K
TAM
423
Titleist Asset Management
Texas
$453K
AAP
424
Arax Advisory Partners
Colorado
$450K
Janney Montgomery Scott
425
Janney Montgomery Scott
Pennsylvania
$447K