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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
KCA
501
Kilner Capital Advisors
Maryland
$282K +$283K +11,591 New
Brown Advisory
502
Brown Advisory
Maryland
$281K -$119K -4,900 -30%
ASN
503
Advisory Services Network
Georgia
$280K -$81.4K -3,340 -23%
RA
504
RFG Advisory
Alabama
$277K +$34.9K +1,431 +14%
RIM
505
Rockbridge Investment Management
New York
$277K
VWM
506
Vermillion Wealth Management
Minnesota
$275K +$220K +9,010 +399%
LIA
507
Lynx Investment Advisory
District of Columbia
$274K +$45.3K +1,857 +20%
MWM
508
Modera Wealth Management
New Jersey
$274K +$46.5K +1,909 +20%
AQR Capital Management
509
AQR Capital Management
Connecticut
$270K +$98 +4 +0%
P
510
&Partners
Tennessee
$267K -$107K -4,394 -29%
CWRP
511
Cassady Wealth & Retirement Planning
Nevada
$267K +$267K +10,949 New
WFA
512
WMG Financial Advisors
Tennessee
$264K +$1.49K +61 +0.6%
CWP
513
Core Wealth Partners
California
$259K -$276K -11,308 -52%
ZIG
514
Zullo Investment Group
Pennsylvania
$257K -$12.2K -500 -5%
TIA
515
Tiemann Investment Advisors
California
$255K
CW
516
Cedarwood Wealth
Colorado
$255K +$255K +10,442 New
AR
517
Apeiron RIA
Texas
$253K +$8.19K +336 +3%
AMIM
518
Aull & Monroe Investment Management
Alabama
$251K -$2.17K -89 -0.9%
SG
519
StoneX Group
New York
$251K -$5.65M -231,880 -96%
DAS
520
Daybright Advisory Services
Florida
$248K +$248K +10,186 New
AOWM
521
Alpha Omega Wealth Management
Virginia
$247K
WCP
522
Wealthcare Capital Partners
Pennsylvania
$244K -$45.4K -1,860 -16%
VFIC
523
Valley Forge Investment Consultants
Pennsylvania
$244K +$39.3K +1,611 +19%
MGIA
524
Moneta Group Investment Advisors
Missouri
$244K -$13K -532 -5%
TC
525
TownSquare Capital
Utah
$242K -$16.9K -692 -7%