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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
MSWA
551
Marshall & Sterling Wealth Advisors
New York
$153K
SA
552
SRH Advisors
Kansas
$137K
FDW
553
Fourth Dimension Wealth
Ohio
$131K
TPCW
554
TD Private Client Wealth
New York
$126K
LFG
555
Larson Financial Group
Missouri
$125K
AWM
556
AE Wealth Management
Kansas
$123K
LB
557
Legacy Bridge
Iowa
$112K
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
HNW
559
High Note Wealth
Minnesota
$107K
CAL
560
Capital Analysts LLC
Pennsylvania
$101K
CTC
561
Central Trust Company
Missouri
$98.6K
WT
562
Whittier Trust
California
$97.8K
AIM
563
Anchor Investment Management
South Carolina
$97K
EB
564
Eastern Bank
Massachusetts
$94.1K
Qube Research & Technologies (QRT)
565
Qube Research & Technologies (QRT)
United Kingdom
$88.1K
BWL
566
Bogart Wealth LLC
Virginia
$87.9K
RP
567
Rice Partnership
Hawaii
$81.5K
CFP
568
Comprehensive Financial Planning
Pennsylvania
$77.7K
BF
569
BOK Financial
Oklahoma
$77.6K
CAM
570
Costello Asset Management
Pennsylvania
$65.3K
ST
571
Smithfield Trust
Pennsylvania
$64K
RMP
572
Richards, Merrill & Peterson
Washington
$63.9K
CIAS
573
Capital Investment Advisory Services
North Carolina
$62.7K
WTC
574
WhitTier Trust Company
Nevada
$61.5K
FFA
575
Founders Financial Alliance
North Carolina
$59.6K