SCHO icon

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
BPWM
476
Badgley Phelps Wealth Managers
Washington
$299K
TCOV
477
Trust Company of Vermont
Vermont
$298K
SC
478
Scratch Capital
Idaho
$298K
BFP
479
Brewster Financial Planning
New York
$293K
SFM
480
Signet Financial Management
New Jersey
$291K
FG
481
Fairman Group
Pennsylvania
$291K
IJWM
482
Inman Jager Wealth Management
Mississippi
$290K
GLLW
483
Graves Light Lenhart Wealth
Virginia
$290K
CFO
484
CVA Family Office
Colorado
$288K
ACA
485
American Capital Advisory
Idaho
$286K
Envestnet Portfolio Solutions
486
Envestnet Portfolio Solutions
Illinois
$286K
KCA
487
Kilner Capital Advisors
Maryland
$282K
Brown Advisory
488
Brown Advisory
Maryland
$281K
ASN
489
Advisory Services Network
Georgia
$280K
RA
490
RFG Advisory
Alabama
$277K
RIM
491
Rockbridge Investment Management
New York
$277K
VWM
492
Vermillion Wealth Management
Minnesota
$275K
LIA
493
Lynx Investment Advisory
District of Columbia
$274K
MWM
494
Modera Wealth Management
New Jersey
$274K
AQR Capital Management
495
AQR Capital Management
Connecticut
$270K
P
496
&Partners
Tennessee
$267K
WFA
497
WMG Financial Advisors
Tennessee
$264K
CWP
498
Core Wealth Partners
California
$259K
ZIG
499
Zullo Investment Group
Pennsylvania
$257K
TIA
500
Tiemann Investment Advisors
California
$255K