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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
JCM
426
Jacobi Capital Management
Pennsylvania
$469K -$14.1K -578 -3%
Natixis Advisors
427
Natixis Advisors
Massachusetts
$469K +$37.5K +1,538 +9%
IWN
428
Independent Wealth Network
Iowa
$467K +$9.29K +381 +2%
KPP
429
Kings Path Partners
Texas
$458K -$16.3K -668 -3%
1IA
430
1620 Investment Advisors
Massachusetts
$458K -$7.83K -321 -2%
BFA
431
Bragg Financial Advisors
North Carolina
$457K
AFA
432
Avant Financial Advisors
Texas
$457K
WS
433
Wedbush Securities
California
$454K -$3.78K -155 -0.8%
MCM
434
Mainstream Capital Management
California
$454K -$51.6K -2,116 -10%
CA
435
Clearstead Advisors
Ohio
$454K +$1.39K +57 +0.3%
TAM
436
Titleist Asset Management
Texas
$453K -$20.7K -849 -4%
AAP
437
Arax Advisory Partners
Colorado
$450K +$450K +18,466 New
Janney Montgomery Scott
438
Janney Montgomery Scott
Pennsylvania
$447K +$6.73K +276 +2%
SG
439
Somerset Group
Minnesota
$447K -$6.02K -247 -1%
B
440
Birchbrook
Maine
$438K +$13.1K +536 +3%
PPF
441
Pacific Park Financial
California
$434K +$435K +17,822 New
TA
442
Tactive Advisors
Florida
$433K +$18.3K +750 +4%
NFS
443
NewCorp Financial Services
Georgia
$430K +$430K +17,635 New
SIAG
444
Signet Investment Advisory Group
Rhode Island
$429K +$6.32K +259 +1%
BHFP
445
Blom & Howell Financial Planning
California
$428K +$429K +17,578 New
OBWG
446
Onyx Bridge Wealth Group
New York
$420K +$420K +17,229 New
SRCM
447
Signature Resources Capital Management
California
$419K +$15.5K +637 +4%
RSWA
448
Robinson Smith Wealth Advisors
Maine
$417K -$193K -7,897 -32%
PSCM
449
Per Stirling Capital Management
Texas
$413K
LEFP
450
Leading Edge Financial Planning
Tennessee
$411K -$115K -4,697 -22%