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Schwab Short-Term US Treasury ETF

674 hedge funds and large institutions have $7.98B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
AWM
476
Axxcess Wealth Management
California
$317K
ATPW
477
Ashton Thomas Private Wealth
Arizona
$317K
LGWM
478
Litman Gregory Wealth Management
California
$314K
SAM
479
Smartleaf Asset Management
Massachusetts
$307K
SPW
480
Sonoma Private Wealth
California
$307K
FF
481
Friedenthal Financial
New Jersey
$302K
BPWM
482
Badgley Phelps Wealth Managers
Washington
$299K
TCOV
483
Trust Company of Vermont
Vermont
$298K
SC
484
Scratch Capital
Idaho
$298K
BFP
485
Brewster Financial Planning
New York
$293K
SFM
486
Signet Financial Management
New Jersey
$291K
FG
487
Fairman Group
Pennsylvania
$291K
IJWM
488
Inman Jager Wealth Management
Mississippi
$290K
GLLW
489
Graves Light Lenhart Wealth
Virginia
$290K
CFO
490
CVA Family Office
Colorado
$288K
ACA
491
American Capital Advisory
Idaho
$286K
Envestnet Portfolio Solutions
492
Envestnet Portfolio Solutions
Illinois
$286K
KCA
493
Kilner Capital Advisors
Maryland
$282K
Brown Advisory
494
Brown Advisory
Maryland
$281K
ASN
495
Advisory Services Network
Georgia
$280K
RA
496
RFG Advisory
Alabama
$277K
RIM
497
Rockbridge Investment Management
New York
$277K
VWM
498
Vermillion Wealth Management
Minnesota
$275K
LIA
499
Lynx Investment Advisory
District of Columbia
$274K
MWM
500
Modera Wealth Management
New Jersey
$274K