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Schwab Short-Term US Treasury ETF

674 hedge funds and large institutions have $7.98B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
NCM
401
Nelson Capital Management
California
$557K
ONB
402
Old National Bancorp
Indiana
$554K
VWA
403
VSM Wealth Advisory
Maryland
$542K
SA
404
Sanctuary Advisors
Indiana
$530K
SPIA
405
Steward Partners Investment Advisory
New York
$529K
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$527K
SI
407
Stonekeep Investments
New Mexico
$525K
UFA
408
Unify Financial Advisors
Florida
$523K
GWANC
409
Guardian Wealth Advisors (North Carolina)
North Carolina
$517K
BF
410
Brucke Financial
Indiana
$512K
BAM
411
Belpointe Asset Management
Nevada
$505K
FCA
412
Fortis Capital Advisors
Kansas
$505K
RCS
413
Retirement Capital Strategies
California
$504K
BWM
414
Blossom Wealth Management
California
$494K
PAS
415
Park Avenue Securities
New York
$488K
RW
416
REDW Wealth
New Mexico
$486K
JF
417
Joule Financial
Kentucky
$481K
HA
418
HC Advisors
Georgia
$479K
SWM
419
SeaCrest Wealth Management
New York
$476K
JCM
420
Jacobi Capital Management
Pennsylvania
$469K
Natixis Advisors
421
Natixis Advisors
Massachusetts
$469K
IWN
422
Independent Wealth Network
Iowa
$467K
1IA
423
1620 Investment Advisors
Massachusetts
$458K
BFA
424
Bragg Financial Advisors
North Carolina
$457K
AFA
425
Avant Financial Advisors
Texas
$457K