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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
LGWM
476
Litman Gregory Wealth Management
California
$314K
SAM
477
Smartleaf Asset Management
Massachusetts
$307K
SPW
478
Sonoma Private Wealth
California
$307K
FF
479
Friedenthal Financial
New Jersey
$302K
BPWM
480
Badgley Phelps Wealth Managers
Washington
$299K
TCOV
481
Trust Company of Vermont
Vermont
$298K
SC
482
Scratch Capital
Idaho
$298K
BFP
483
Brewster Financial Planning
New York
$293K
SFM
484
Signet Financial Management
New Jersey
$291K
FG
485
Fairman Group
Pennsylvania
$291K
IJWM
486
Inman Jager Wealth Management
Mississippi
$290K
GLLW
487
Graves Light Lenhart Wealth
Virginia
$290K
CFO
488
CVA Family Office
Colorado
$288K
ACA
489
American Capital Advisory
Idaho
$286K
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$286K
KCA
491
Kilner Capital Advisors
Maryland
$282K
Brown Advisory
492
Brown Advisory
Maryland
$281K
ASN
493
Advisory Services Network
Georgia
$280K
RA
494
RFG Advisory
Alabama
$277K
RIM
495
Rockbridge Investment Management
New York
$277K
VWM
496
Vermillion Wealth Management
Minnesota
$275K
LIA
497
Lynx Investment Advisory
District of Columbia
$274K
MWM
498
Modera Wealth Management
New Jersey
$274K
AQR Capital Management
499
AQR Capital Management
Connecticut
$270K
P
500
&Partners
Tennessee
$267K