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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
SPA
526
Sentinel Pension Advisors
Massachusetts
$229K
RFP
527
Root Financial Partners
California
$228K
WA
528
WPG Advisers
Maryland
$227K
CPA
529
Capital Performance Advisors
California
$225K
GVAG
530
Great Valley Advisor Group
Delaware
$224K
AO
531
Advisor OS
Illinois
$224K
MWM
532
Meridian Wealth Management
Kentucky
$218K
AWA
533
Arete Wealth Advisors
Illinois
$217K
BCM
534
Blume Capital Management
California
$217K
FA
535
Fiduciary Alliance
South Carolina
$215K
WI
536
WBI Investments
New Jersey
$214K
M
537
MYeCFO
California
$214K
WB
538
WesBanco Bank
West Virginia
$213K
FCM
539
Firestone Capital Management
Florida
$211K
SA
540
Strategic Advocates
Utah
$208K
WAM
541
Weatherly Asset Management
California
$207K
BHPW
542
Beverly Hills Private Wealth
California
$206K
NSG
543
Nalls Sherbakoff Group
Tennessee
$205K
AIA
544
Accelerate Investment Advisors
California
$204K
Betterment LLC
545
Betterment LLC
New York
$204K
AGP
546
Autumn Glory Partners
Texas
$204K
Pathstone Holdings
547
Pathstone Holdings
New Jersey
$203K
TA
548
TPG Advisors
Illinois
$202K
TIA
549
Traphagen Investment Advisors
New Jersey
$201K
WLIM
550
White Lighthouse Investment Management
Massachusetts
$201K