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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
HR
451
Howe & Rusling
New York
$408K +$408K +16,747 New
BCWM
452
Bartlett & Co Wealth Management
Ohio
$404K
AWA
453
Arkadios Wealth Advisors
Georgia
$402K +$68.4K +2,806 +21%
ARC
454
Advisor Resource Council
Texas
$398K +$399K +16,355 New
EA
455
Enclave Advisors
Texas
$397K +$397K +16,291 New
FCB
456
First County Bank
Connecticut
$389K +$14.5K +593 +4%
GCA
457
Gradient Capital Advisors
California
$389K +$105K +4,299 +37%
BAAM
458
Baker Avenue Asset Management
California
$383K
DWM
459
Dopkins Wealth Management
New York
$380K
TA
460
TFB Advisors
Kansas
$376K -$17.8K -730 -5%
VBFP
461
Valtinson Bruner Financial Planning
Minnesota
$368K -$12.2K -502 -3%
CCM
462
Chilton Capital Management
Texas
$367K +$85.9K +3,525 +31%
CCG
463
Ceeto Capital Group
Florida
$366K
AIM
464
Archer Investment Management
Texas
$363K -$39.3K -1,613 -10%
GCA
465
Genesee Capital Advisors
New York
$361K -$2.24K -92 -0.6%
SEIA
466
Signature Estate & Investment Advisors
California
$361K
CFA
467
Cahill Financial Advisors
Minnesota
$361K -$100K -4,104 -22%
QCM
468
Quantinno Capital Management
New York
$360K +$360K +14,752 New
NL
469
NWAM LLC
Washington
$359K +$49 +2 +0%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$359K +$115K +4,717 +47%
CNWM
471
Clay Northam Wealth Management
California
$358K -$19.5K -800 -5%
EAM
472
Empirical Asset Management
Massachusetts
$357K +$19.2K +789 +6%
LFA
473
Lauterbach Financial Advisors
Texas
$350K +$2.41K +99 +0.7%
HCP
474
Hardin Capital Partners
South Carolina
$349K +$2.95K +121 +0.9%
PFPG
475
Pinnacle Financial Partners (Georgia)
Georgia
$346K +$346K +14,202 New