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Schwab Short-Term US Treasury ETF

672 hedge funds and large institutions have $7.97B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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 +$93.5M
2 +$33.1M
3 +$33.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
5
SC
Savant Capital
Illinois
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPA
26
High Probability Advisors
New York
$35.8M
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$35M
SCM
28
SCS Capital Management
Massachusetts
$34.2M
AFS
29
Access Financial Services
Minnesota
$33.7M
WJA
30
Willis Johnson & Associates
Texas
$33.1M
MT
31
Midwest Trust
Kansas
$32.2M
LIM
32
Leavell Investment Management
Alabama
$31.3M
MCM
33
MAI Capital Management
Ohio
$30.8M
PCM
34
Passive Capital Management
Maryland
$28.4M
UCMOK
35
United Capital Management of KS
Kansas
$27.5M
UBS Group
36
UBS Group
Switzerland
$27.3M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$25.7M
CST
38
Charles Schwab Trust
Nevada
$25.3M
AWM
39
Avior Wealth Management
Nebraska
$24M
HF
40
Holcombe Financial
Georgia
$23.4M
SC
41
Savant Capital
Illinois
$22.7M
MWC
42
MBM Wealth Consultants
Missouri
$21.9M
GGS
43
Galvin Gaustad & Stein
Arizona
$21.5M
WA
44
Waverly Advisors
Alabama
$21.4M
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$20.7M
Truist Financial
46
Truist Financial
North Carolina
$20.6M
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$19.8M
JAG
48
Journey Advisory Group
Kentucky
$19.4M
CMP
49
Courage Miller Partners
Virginia
$19.4M
AF
50
Advisornet Financial
Minnesota
$19.3M