SCHO icon

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
NS
601
NBC Securities
Alabama
$20.4K
CJ
602
Caitlin John
Michigan
$20.3K
BHWM
603
Beaird Harris Wealth Management
Texas
$20.2K
DAM
604
Delta Asset Management
Tennessee
$19.7K
AW
605
Avion Wealth
Texas
$19K
GSWM
606
Golden State Wealth Management
California
$16.7K
FVIM
607
Fort Vancouver Investment Management
Washington
$16.5K
Franklin Resources
608
Franklin Resources
California
$16.2K
WA
609
Westfuller Advisors
New York
$15.4K
DCM
610
Davis Capital Management
Florida
$15.3K
AG
611
AmeriFlex Group
Nevada
$14.4K
TRCT
612
Tower Research Capital (TRC)
New York
$13.5K
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$13.2K
ME
614
McIlrath & Eck
Washington
$13.1K
UBS AM
615
UBS AM
Illinois
$12.9K
CFFP
616
Center for Financial Planning
Michigan
$12.2K
Federated Hermes
617
Federated Hermes
Pennsylvania
$11.6K
WP
618
WealthShield Partners
North Carolina
$11.3K
CFG
619
Chapman Financial Group
Hawaii
$10.6K
LWM
620
Lodestone Wealth Management
Washington
$10.5K
PA
621
Parallel Advisors
California
$10.3K
GEA
622
Glen Eagle Advisors
New Jersey
$9.99K
FGA
623
Fortis Group Advisors
New Jersey
$9.8K
SS
624
Sunbelt Securities
Texas
$8.75K
AIA
625
Arcadia Investment Advisors
Idaho
$8.68K