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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
AWS
476
Arkfeld Wealth Strategies
Nebraska
$343K +$3.46K +142 +1%
DWA
477
Davis Wealth Advisors
New Hampshire
$339K +$339K +13,894 New
LA
478
Latitude Advisors
Florida
$335K +$4.27K +175 +1%
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$334K +$19K +778 +6%
FAG
480
Financial Architects (Georgia)
Georgia
$329K +$2.68K +110 +0.8%
CA
481
CGN Advisors
Kansas
$328K +$16.8K +689 +5%
RWM
482
Revisor Wealth Management
Ohio
$327K +$9.97K +409 +3%
MA
483
McBroom & Associates
Nevada
$324K -$315K -12,916 -49%
AWM
484
Axxcess Wealth Management
California
$317K -$85.5K -3,506 -21%
ATPW
485
Ashton Thomas Private Wealth
Arizona
$317K -$127K -5,216 -29%
LGWM
486
Litman Gregory Wealth Management
California
$314K
SAM
487
Smartleaf Asset Management
Massachusetts
$307K +$282K +11,562 +1,130%
SPW
488
Sonoma Private Wealth
California
$307K
FF
489
Friedenthal Financial
New Jersey
$302K -$67.2K -2,755 -18%
BPWM
490
Badgley Phelps Wealth Managers
Washington
$299K -$14.5K -593 -5%
TCOV
491
Trust Company of Vermont
Vermont
$298K +$289K +11,868 +3,173%
SC
492
Scratch Capital
Idaho
$298K -$731 -30 -0.2%
BFP
493
Brewster Financial Planning
New York
$293K +$7.02K +288 +2%
SFM
494
Signet Financial Management
New Jersey
$291K +$29K +1,191 +11%
FG
495
Fairman Group
Pennsylvania
$291K
IJWM
496
Inman Jager Wealth Management
Mississippi
$290K +$9.7K +398 +3%
GLLW
497
Graves Light Lenhart Wealth
Virginia
$290K -$20.2K -829 -7%
CFO
498
CVA Family Office
Colorado
$288K -$4.41K -181 -2%
ACA
499
American Capital Advisory
Idaho
$286K -$239K -9,796 -46%
Envestnet Portfolio Solutions
500
Envestnet Portfolio Solutions
Illinois
$286K +$36.3K +1,487 +15%