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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
KSB
601
Kennebec Savings Bank
Maine
$26K
DCM
602
Dorato Capital Management
Colorado
$25.9K
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$25.1K
VFM
604
Vision Financial Markets
Connecticut
$24.4K
TFA
605
Transamerica Financial Advisors
Florida
$22.4K
TVWM
606
Tower View Wealth Management
Wisconsin
$21.7K
WSFS
607
Wilmington Savings Fund Society
Delaware
$21.3K
NFSG
608
Newbridge Financial Services Group
Florida
$21.1K
BBPWM
609
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
NS
610
NBC Securities
Alabama
$20.4K
CJ
611
Caitlin John
Michigan
$20.3K
BHWM
612
Beaird Harris Wealth Management
Texas
$20.2K
DAM
613
Delta Asset Management
Tennessee
$19.7K
AW
614
Avion Wealth
Texas
$19K
GSWM
615
Golden State Wealth Management
California
$16.7K
FVIM
616
Fort Vancouver Investment Management
Washington
$16.5K
Franklin Resources
617
Franklin Resources
California
$16.2K
WA
618
Westfuller Advisors
New York
$15.4K
DCM
619
Davis Capital Management
Florida
$15.3K
AG
620
AmeriFlex Group
Nevada
$14.4K
TRCT
621
Tower Research Capital (TRC)
New York
$13.5K
Fifth Third Bancorp
622
Fifth Third Bancorp
Ohio
$13.2K
ME
623
McIlrath & Eck
Washington
$13.1K
UBS AM
624
UBS AM
Illinois
$12.9K
CFFP
625
Center for Financial Planning
Michigan
$12.2K