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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
TIA
551
Traphagen Investment Advisors
New Jersey
$201K
WLIM
552
White Lighthouse Investment Management
Massachusetts
$201K
AUB
553
Atlantic Union Bankshares
Virginia
$194K
BCA
554
Bitterroot Capital Advisors
Montana
$192K
CIA
555
Cape Investment Advisory
Georgia
$191K
TFA
556
Toth Financial Advisory
Virginia
$186K
BC
557
Bulwark Capital
Florida
$178K
DSC
558
Daytona Street Capital
Missouri
$169K
CIM
559
Contravisory Investment Management
Massachusetts
$156K
MSWA
560
Marshall & Sterling Wealth Advisors
New York
$153K
SA
561
SRH Advisors
Kansas
$137K
FDW
562
Fourth Dimension Wealth
Ohio
$131K
TPCW
563
TD Private Client Wealth
New York
$126K
LFG
564
Larson Financial Group
Missouri
$125K
AWM
565
AE Wealth Management
Kansas
$123K
LB
566
Legacy Bridge
Iowa
$112K
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
HNW
568
High Note Wealth
Minnesota
$107K
CAL
569
Capital Analysts LLC
Pennsylvania
$101K
CTC
570
Central Trust Company
Missouri
$98.6K
WT
571
Whittier Trust
California
$97.8K
AIM
572
Anchor Investment Management
South Carolina
$97K
EB
573
Eastern Bank
Massachusetts
$94.1K
Qube Research & Technologies (QRT)
574
Qube Research & Technologies (QRT)
United Kingdom
$88.1K
BWL
575
Bogart Wealth LLC
Virginia
$87.9K