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
WAM
551
Weatherly Asset Management
California
$207K
BHPW
552
Beverly Hills Private Wealth
California
$206K +$1K +41 +0.5%
NSG
553
Nalls Sherbakoff Group
Tennessee
$205K
AIA
554
Accelerate Investment Advisors
California
$204K -$4.88K -200 -2%
Betterment LLC
555
Betterment LLC
New York
$204K +$204K +8,367 New
AGP
556
Autumn Glory Partners
Texas
$204K +$204K +8,363 New
Pathstone Holdings
557
Pathstone Holdings
New Jersey
$203K -$1.22K -50 -0.6%
TA
558
TPG Advisors
Illinois
$202K -$5.78K -237 -3%
TIA
559
Traphagen Investment Advisors
New Jersey
$201K +$73 +3 +0%
WLIM
560
White Lighthouse Investment Management
Massachusetts
$201K
AUB
561
Atlantic Union Bankshares
Virginia
$194K +$1.68K +69 +0.9%
BCA
562
Bitterroot Capital Advisors
Montana
$192K +$192K +7,886 New
CIA
563
Cape Investment Advisory
Georgia
$191K +$60.4K +2,477 +46%
TFA
564
Toth Financial Advisory
Virginia
$186K -$81.4K -3,338 -30%
BC
565
Bulwark Capital
Florida
$178K -$2.22M -90,982 -93%
DSC
566
Daytona Street Capital
Missouri
$169K +$169K +6,943 New
CIM
567
Contravisory Investment Management
Massachusetts
$156K
MSWA
568
Marshall & Sterling Wealth Advisors
New York
$153K +$1.93K +79 +1%
CAL
569
Capital Analysts LLC
Pennsylvania
$141K +$22.3K +913 +19%
SA
570
SRH Advisors
Kansas
$137K -$48K -1,970 -26%
FDW
571
Fourth Dimension Wealth
Ohio
$131K -$731 -30 -0.6%
TPCW
572
TD Private Client Wealth
New York
$126K
LFG
573
Larson Financial Group
Missouri
$125K -$1.07K -44 -0.9%
AWM
574
AE Wealth Management
Kansas
$123K +$11.6K +477 +10%
LB
575
Legacy Bridge
Iowa
$112K