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