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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
MCM
601
MidAtlantic Capital Management
Virginia
$48.4K +$48.4K +1,984 New
FRA
602
Front Row Advisors
California
$40.8K
GWM
603
Gilpin Wealth Management
Colorado
$39K +$39K +1,600 New
GWM
604
GSB Wealth Management
Connecticut
$35.4K +$1.71K +70 +5%
SIS
605
Sound Income Strategies
Florida
$34.2K +$171 +7 +0.5%
NB
606
NBT Bank
New York
$31.7K
CA
607
CoreCap Advisors
Michigan
$31.7K +$2.88K +118 +10%
LBC
608
Lowe Brockenbrough & Co
Virginia
$30.4K
Simplex Trading
609
Simplex Trading
Illinois
$26.4K +$25.9K +1,063 +5,315%
KSB
610
Kennebec Savings Bank
Maine
$26K -$1.07K -44 -4%
DCM
611
Dorato Capital Management
Colorado
$25.9K +$25.9K +1,063 New
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
$25.1K +$14.6K +599 +139%
VFM
613
Vision Financial Markets
Connecticut
$24.4K
TFA
614
Transamerica Financial Advisors
Florida
$22.4K +$21.8K +895 +3,891%
TVWM
615
Tower View Wealth Management
Wisconsin
$21.7K +$268 +11 +1%
WSFS
616
Wilmington Savings Fund Society
Delaware
$21.3K -$11.1K -454 -34%
NFSG
617
Newbridge Financial Services Group
Florida
$21.1K +$21.1K +864 New
BBPWM
618
Blue Bell Private Wealth Management
Pennsylvania
$20.6K
NS
619
NBC Securities
Alabama
$20.4K +$7.39K +303 +57%
CJ
620
Caitlin John
Michigan
$20.3K
BHWM
621
Beaird Harris Wealth Management
Texas
$20.2K
VR
622
Vision Retirement
New Jersey
$19.8K +$19.8K +813 New
DAM
623
Delta Asset Management
Tennessee
$19.7K
AW
624
Avion Wealth
Texas
$19K
GSWM
625
Golden State Wealth Management
California
$16.7K +$1.27K +52 +8%