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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
CPIG
401
Chicago Partners Investment Group
Illinois
$576K +$170K +6,982 +42%
SWP
402
Sagespring Wealth Partners
Tennessee
$575K +$575K +23,591 New
HIC
403
Hartline Investment Corp
Illinois
$574K -$104K -4,275 -15%
Financial Engines Advisors
404
Financial Engines Advisors
California
$560K -$11.3K -465 -2%
LOPW
405
Live Oak Private Wealth
North Carolina
$559K +$12K +494 +2%
ACA
406
Aptus Capital Advisors
Alabama
$559K -$3.39K -139 -0.6%
NCM
407
Nelson Capital Management
California
$557K -$23.9K -979 -4%
ONB
408
Old National Bancorp
Indiana
$554K +$89.9K +3,687 +19%
VWA
409
VSM Wealth Advisory
Maryland
$542K -$72.5K -2,975 -12%
SA
410
Sanctuary Advisors
Indiana
$530K -$76K -3,115 -13%
SPIA
411
Steward Partners Investment Advisory
New York
$529K -$5.02K -206 -0.9%
Thrivent Financial for Lutherans
412
Thrivent Financial for Lutherans
Minnesota
$527K +$528K +21,637 New
SI
413
Stonekeep Investments
New Mexico
$525K +$182K +7,478 +53%
UFA
414
Unify Financial Advisors
Florida
$523K +$524K +21,473 New
GWANC
415
Guardian Wealth Advisors (North Carolina)
North Carolina
$517K +$12.5K +513 +2%
BF
416
Brucke Financial
Indiana
$512K -$7.58K -311 -1%
BAM
417
Belpointe Asset Management
Nevada
$505K -$99.3K -4,071 -16%
FCA
418
Fortis Capital Advisors
Kansas
$505K +$157K +6,429 +45%
RCS
419
Retirement Capital Strategies
California
$504K
BWM
420
Blossom Wealth Management
California
$494K -$51.3K -2,106 -9%
PAS
421
Park Avenue Securities
New York
$488K +$489K +20,040 New
RW
422
REDW Wealth
New Mexico
$486K -$14K -575 -3%
JF
423
Joule Financial
Kentucky
$481K -$131K -5,366 -21%
HA
424
HC Advisors
Georgia
$479K -$2.32K -95 -0.5%
SWM
425
SeaCrest Wealth Management
New York
$476K -$927 -38 -0.2%