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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
AUB
551
Atlantic Union Bankshares
Virginia
$194K
BCA
552
Bitterroot Capital Advisors
Montana
$192K
CIA
553
Cape Investment Advisory
Georgia
$191K
TFA
554
Toth Financial Advisory
Virginia
$186K
BC
555
Bulwark Capital
Florida
$178K
DSC
556
Daytona Street Capital
Missouri
$169K
CIM
557
Contravisory Investment Management
Massachusetts
$156K
MSWA
558
Marshall & Sterling Wealth Advisors
New York
$153K
SA
559
SRH Advisors
Kansas
$137K
FDW
560
Fourth Dimension Wealth
Ohio
$131K
TPCW
561
TD Private Client Wealth
New York
$126K
LFG
562
Larson Financial Group
Missouri
$125K
AWM
563
AE Wealth Management
Kansas
$123K
LB
564
Legacy Bridge
Iowa
$112K
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
HNW
566
High Note Wealth
Minnesota
$107K
CAL
567
Capital Analysts LLC
Pennsylvania
$101K
CTC
568
Central Trust Company
Missouri
$98.6K
WT
569
Whittier Trust
California
$97.8K
AIM
570
Anchor Investment Management
South Carolina
$97K
EB
571
Eastern Bank
Massachusetts
$94.1K
Qube Research & Technologies (QRT)
572
Qube Research & Technologies (QRT)
United Kingdom
$88.1K
BWL
573
Bogart Wealth LLC
Virginia
$87.9K
RP
574
Rice Partnership
Hawaii
$81.5K
CFP
575
Comprehensive Financial Planning
Pennsylvania
$77.7K