We are live on ! Find out more
SCHO icon

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
PA
526
PFG Advisors
Arizona
$242K +$20.1K +826 +9%
Fidelity Investments
527
Fidelity Investments
Massachusetts
$240K +$3.37K +138 +1%
IPA
528
Investment Planning Advisors
Georgia
$238K +$2.15K +88 +0.9%
CPW
529
Cogent Private Wealth
Florida
$236K +$237K +9,701 New
MFA
530
Morling Financial Advisors
California
$236K +$67.7K +2,778 +40%
SIA
531
Soltis Investment Advisors
Utah
$234K -$5.29K -217 -2%
LSIA
532
LaSalle St. Investment Advisors
Illinois
$233K +$233K +9,565 New
GCM
533
Generation Capital Management
New York
$232K
AIFAIM
534
American Institute for Advanced Investment Management
Arizona
$232K
TCM
535
Tuttle Capital Management
Connecticut
$232K +$232K +9,500 New
SPA
536
Sentinel Pension Advisors
Massachusetts
$229K +$6.83K +280 +3%
RFP
537
Root Financial Partners
California
$228K +$222K +9,121 +3,591%
WA
538
WPG Advisers
Maryland
$227K +$731 +30 +0.3%
CPA
539
Capital Performance Advisors
California
$225K +$226K +9,250 New
GVAG
540
Great Valley Advisor Group
Delaware
$224K +$146 +6 +0.1%
AO
541
Advisor OS
Illinois
$224K +$16.1K +662 +8%
MWM
542
Meridian Wealth Management
Kentucky
$218K +$4.1K +168 +2%
AWA
543
Arete Wealth Advisors
Illinois
$217K +$16.3K +669 +8%
BCM
544
Blume Capital Management
California
$217K
FA
545
Fiduciary Alliance
South Carolina
$215K +$215K +8,808 New
WI
546
WBI Investments
New Jersey
$214K -$182K -7,458 -46%
M
547
MYeCFO
California
$214K -$62.4K -2,560 -23%
WB
548
WesBanco Bank
West Virginia
$213K -$409K -16,785 -66%
FCM
549
Firestone Capital Management
Florida
$211K +$212K +8,677 New
SA
550
Strategic Advocates
Utah
$208K