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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
SG
426
Somerset Group
Minnesota
$447K
B
427
Birchbrook
Maine
$438K
PPF
428
Pacific Park Financial
California
$434K
TA
429
Tactive Advisors
Florida
$433K
NFS
430
NewCorp Financial Services
Georgia
$430K
SIAG
431
Signet Investment Advisory Group
Rhode Island
$429K
OBWG
432
Onyx Bridge Wealth Group
New York
$420K
SRCM
433
Signature Resources Capital Management
California
$419K
RSWA
434
Robinson Smith Wealth Advisors
Maine
$417K
PSCM
435
Per Stirling Capital Management
Texas
$413K
LEFP
436
Leading Edge Financial Planning
Tennessee
$411K
HR
437
Howe & Rusling
New York
$408K
BCWM
438
Bartlett & Co Wealth Management
Ohio
$404K
AWA
439
Arkadios Wealth Advisors
Georgia
$402K
ARC
440
Advisor Resource Council
Texas
$398K
EA
441
Enclave Advisors
Texas
$397K
FCB
442
First County Bank
Connecticut
$389K
GCA
443
Gradient Capital Advisors
California
$389K
BAAM
444
Baker Avenue Asset Management
California
$383K
DWM
445
Dopkins Wealth Management
New York
$380K
TA
446
TFB Advisors
Kansas
$376K
VBFP
447
Valtinson Bruner Financial Planning
Minnesota
$368K
CCM
448
Chilton Capital Management
Texas
$367K
CCG
449
Ceeto Capital Group
Florida
$366K
AIM
450
Archer Investment Management
Texas
$363K