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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
MWM
526
Meridian Wealth Management
Kentucky
$218K
AWA
527
Arete Wealth Advisors
Illinois
$217K
BCM
528
Blume Capital Management
California
$217K
FA
529
Fiduciary Alliance
South Carolina
$215K
WI
530
WBI Investments
New Jersey
$214K
M
531
MYeCFO
California
$214K
WB
532
WesBanco Bank
West Virginia
$213K
FCM
533
Firestone Capital Management
Florida
$211K
SA
534
Strategic Advocates
Utah
$208K
WAM
535
Weatherly Asset Management
California
$207K
BHPW
536
Beverly Hills Private Wealth
California
$206K
AIA
537
Accelerate Investment Advisors
California
$204K
Betterment LLC
538
Betterment LLC
New York
$204K
AGP
539
Autumn Glory Partners
Texas
$204K
Pathstone Holdings
540
Pathstone Holdings
New Jersey
$203K
TA
541
TPG Advisors
Illinois
$202K
TIA
542
Traphagen Investment Advisors
New Jersey
$201K
WLIM
543
White Lighthouse Investment Management
Massachusetts
$201K
AUB
544
Atlantic Union Bankshares
Virginia
$194K
BCA
545
Bitterroot Capital Advisors
Montana
$192K
CIA
546
Cape Investment Advisory
Georgia
$191K
TFA
547
Toth Financial Advisory
Virginia
$186K
BC
548
Bulwark Capital
Florida
$178K
DSC
549
Daytona Street Capital
Missouri
$169K
CIM
550
Contravisory Investment Management
Massachusetts
$156K