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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
FDCDDQ
576
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K +$1K +41 +0.9%
HNW
577
High Note Wealth
Minnesota
$107K
SWP
578
Strategic Wealth Partners
Ohio
$103K
CTC
579
Central Trust Company
Missouri
$98.6K -$78K -3,200 -44%
WT
580
Whittier Trust
California
$97.8K +$97.8K +4,010 New
AIM
581
Anchor Investment Management
South Carolina
$97K
EB
582
Eastern Bank
Massachusetts
$94.1K -$24.3K -995 -20%
Qube Research & Technologies (QRT)
583
Qube Research & Technologies (QRT)
United Kingdom
$88.1K +$88.1K +3,615 New
BWL
584
Bogart Wealth LLC
Virginia
$87.9K +$8.7K +357 +11%
RP
585
Rice Partnership
Hawaii
$81.5K +$81.6K +3,345 New
CFP
586
Comprehensive Financial Planning
Pennsylvania
$77.7K -$2.27K -93 -3%
BF
587
BOK Financial
Oklahoma
$77.6K +$26.5K +1,086 +52%
CAM
588
Costello Asset Management
Pennsylvania
$65.3K -$13.1K -537 -17%
ST
589
Smithfield Trust
Pennsylvania
$64K +$14.6K +600 +30%
RMP
590
Richards, Merrill & Peterson
Washington
$63.9K
CIAS
591
Capital Investment Advisory Services
North Carolina
$62.7K +$14.7K +603 +31%
WTC
592
WhitTier Trust Company
Nevada
$61.5K
FFA
593
Founders Financial Alliance
North Carolina
$59.6K -$11.2K -458 -16%
BTI
594
Blue Trust Inc
Georgia
$58.6K +$7.51K +308 +15%
VFA
595
Valeo Financial Advisors
Indiana
$56K -$67.1K -2,753 -16%
TCM
596
Tradewinds Capital Management
Washington
$55.6K +$122 +5 +0.2%
CA
597
Crewe Advisors
Utah
$53.8K +$53.9K +2,209 New
PTC
598
Private Trust Company
Ohio
$51.6K -$74.3K -3,049 -59%
MWPCG
599
Measured Wealth Private Client Group
New Hampshire
$51.3K +$10.5K +431 +26%
BAM
600
Bellevue Asset Management
Washington
$50K +$610 +25 +1%