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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
HPA
26
High Probability Advisors
New York
$35.8M +$1.11M +45,616 +3%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$35M -$3.53M -144,817 -9%
SCM
28
SCS Capital Management
Massachusetts
$34.2M +$1.94M +79,606 +6%
AFS
29
Access Financial Services
Minnesota
$33.7M +$849K +34,836 +3%
WJA
30
Willis Johnson & Associates
Texas
$33.1M +$33.1M +1,359,076 New
MT
31
Midwest Trust
Kansas
$32.2M +$2.72M +111,760 +9%
LIM
32
Leavell Investment Management
Alabama
$31.3M +$1.19M +48,752 +4%
MCM
33
MAI Capital Management
Ohio
$30.8M +$2.3M +94,259 +8%
PCM
34
Passive Capital Management
Maryland
$28.4M +$1.52M +62,394 +6%
UCMOK
35
United Capital Management of KS
Kansas
$27.5M +$527K +21,631 +2%
UBS Group
36
UBS Group
Switzerland
$27.3M +$4.28M +175,543 +19%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$25.7M +$1.67M +68,311 +7%
CST
38
Charles Schwab Trust
Nevada
$25.3M +$842K +34,514 +3%
AWM
39
Avior Wealth Management
Nebraska
$24M +$2.03M +83,336 +9%
HF
40
Holcombe Financial
Georgia
$23.4M -$2.67M -109,348 -10%
SC
41
Savant Capital
Illinois
$22.7M +$17.8M +729,248 +358%
MWC
42
MBM Wealth Consultants
Missouri
$21.9M +$2.27M +92,967 +12%
GGS
43
Galvin Gaustad & Stein
Arizona
$21.5M +$736K +30,189 +4%
WA
44
Waverly Advisors
Alabama
$21.4M +$4.66M +191,136 +28%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$20.7M +$192K +7,862 +0.9%
Truist Financial
46
Truist Financial
North Carolina
$20.6M +$1.4M +57,480 +7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$19.8M -$838K -34,378 -4%
JAG
48
Journey Advisory Group
Kentucky
$19.4M +$907K +37,202 +5%
CMP
49
Courage Miller Partners
Virginia
$19.4M -$74.4K -3,050 -0.4%
AF
50
Advisornet Financial
Minnesota
$19.3M +$134K +5,479 +0.7%