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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
AR
501
Apeiron RIA
Texas
$253K
AMIM
502
Aull & Monroe Investment Management
Alabama
$251K
SG
503
StoneX Group
New York
$251K
DAS
504
Daybright Advisory Services
Florida
$248K
AOWM
505
Alpha Omega Wealth Management
Virginia
$247K
WCP
506
Wealthcare Capital Partners
Pennsylvania
$244K
VFIC
507
Valley Forge Investment Consultants
Pennsylvania
$244K
MGIA
508
Moneta Group Investment Advisors
Missouri
$244K
TC
509
TownSquare Capital
Utah
$242K
PA
510
PFG Advisors
Arizona
$242K
Fidelity Investments
511
Fidelity Investments
Massachusetts
$240K
IPA
512
Investment Planning Advisors
Georgia
$238K
CPW
513
Cogent Private Wealth
Florida
$236K
MFA
514
Morling Financial Advisors
California
$236K
SIA
515
Soltis Investment Advisors
Utah
$234K
LSIA
516
LaSalle St. Investment Advisors
Illinois
$233K
GCM
517
Generation Capital Management
New York
$232K
AIFAIM
518
American Institute for Advanced Investment Management
Arizona
$232K
TCM
519
Tuttle Capital Management
Connecticut
$232K
SPA
520
Sentinel Pension Advisors
Massachusetts
$229K
RFP
521
Root Financial Partners
California
$228K
WA
522
WPG Advisers
Maryland
$227K
CPA
523
Capital Performance Advisors
California
$225K
GVAG
524
Great Valley Advisor Group
Delaware
$224K
AO
525
Advisor OS
Illinois
$224K