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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
AQR Capital Management
501
AQR Capital Management
Connecticut
$270K
P
502
&Partners
Tennessee
$267K
CWRPL
503
Cassady Wealth & Retirement Planning, LLC
Nevada
$267K
WFA
504
WMG Financial Advisors
Tennessee
$264K
CWP
505
Core Wealth Partners
California
$259K
ZIG
506
Zullo Investment Group
Pennsylvania
$257K
TIA
507
Tiemann Investment Advisors
California
$255K
CW
508
Cedarwood Wealth
Colorado
$255K
AR
509
Apeiron RIA
Texas
$253K
AMIM
510
Aull & Monroe Investment Management
Alabama
$251K
SG
511
StoneX Group
New York
$251K
DAS
512
Daybright Advisory Services
Florida
$248K
AOWM
513
Alpha Omega Wealth Management
Virginia
$247K
WCP
514
Wealthcare Capital Partners
Pennsylvania
$244K
VFIC
515
Valley Forge Investment Consultants
Pennsylvania
$244K
MGIA
516
Moneta Group Investment Advisors
Missouri
$244K
TC
517
TownSquare Capital
Utah
$242K
PA
518
PFG Advisors
Arizona
$242K
Fidelity Investments
519
Fidelity Investments
Massachusetts
$240K
IPA
520
Investment Planning Advisors
Georgia
$238K
CPW
521
Cogent Private Wealth
Florida
$236K
MFA
522
Morling Financial Advisors
California
$236K
SIA
523
Soltis Investment Advisors
Utah
$234K
LSIA
524
LaSalle St. Investment Advisors
Illinois
$233K
GCM
525
Generation Capital Management
New York
$232K