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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
Morgan Stanley
26
Morgan Stanley
New York
$37.4M
HPA
27
High Probability Advisors
New York
$35.8M
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$35M
SCM
29
SCS Capital Management
Massachusetts
$34.2M
AFS
30
Access Financial Services
Minnesota
$33.7M
WJA
31
Willis Johnson & Associates
Texas
$33.1M
MT
32
Midwest Trust
Kansas
$32.2M
LIM
33
Leavell Investment Management
Alabama
$31.3M
MCM
34
MAI Capital Management
Ohio
$30.8M
PCM
35
Passive Capital Management
Maryland
$28.4M
UCMOK
36
United Capital Management of KS
Kansas
$27.5M
UBS Group
37
UBS Group
Switzerland
$27.3M
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$25.7M
CST
39
Charles Schwab Trust
Nevada
$25.3M
AWM
40
Avior Wealth Management
Nebraska
$24M
HF
41
Holcombe Financial
Georgia
$23.4M
SC
42
Savant Capital
Illinois
$22.7M
MWC
43
MBM Wealth Consultants
Missouri
$21.9M
GGS
44
Galvin Gaustad & Stein
Arizona
$21.5M
WA
45
Waverly Advisors
Alabama
$21.4M
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$20.7M
Truist Financial
47
Truist Financial
North Carolina
$20.6M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$19.8M
JAG
49
Journey Advisory Group
Kentucky
$19.4M
CMP
50
Courage Miller Partners
Virginia
$19.4M