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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
AIFAIM
526
American Institute for Advanced Investment Management
Arizona
$232K
TCM
527
Tuttle Capital Management
Connecticut
$232K
SPA
528
Sentinel Pension Advisors
Massachusetts
$229K
RFP
529
Root Financial Partners
California
$228K
WA
530
WPG Advisers
Maryland
$227K
CPA
531
Capital Performance Advisors
California
$225K
GVAG
532
Great Valley Advisor Group
Delaware
$224K
AO
533
Advisor OS
Illinois
$224K
MWM
534
Meridian Wealth Management
Kentucky
$218K
AWA
535
Arete Wealth Advisors
Illinois
$217K
BCM
536
Blume Capital Management
California
$217K
FA
537
Fiduciary Alliance
South Carolina
$215K
WI
538
WBI Investments
New Jersey
$214K
M
539
MYeCFO
California
$214K
WB
540
WesBanco Bank
West Virginia
$213K
FCM
541
Firestone Capital Management
Florida
$211K
SA
542
Strategic Advocates
Utah
$208K
WAM
543
Weatherly Asset Management
California
$207K
BHPW
544
Beverly Hills Private Wealth
California
$206K
NSG
545
Nalls Sherbakoff Group
Tennessee
$205K
AIA
546
Accelerate Investment Advisors
California
$204K
Betterment LLC
547
Betterment LLC
New York
$204K
AGP
548
Autumn Glory Partners
Texas
$204K
Pathstone Holdings
549
Pathstone Holdings
New Jersey
$203K
TA
550
TPG Advisors
Illinois
$202K