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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
IAIM
626
International Assets Investment Management
Florida
$8.53K
PFBT
627
Parkside Financial Bank & Trust
Missouri
$7.55K
WIM
628
Westside Investment Management
California
$7.36K
OSAM
629
O'Shaughnessy Asset Management
Connecticut
$6.82K
GWM
630
Geneos Wealth Management
Colorado
$6.82K
CI
631
Cordant Inc
Oregon
$6.51K
DJSG
632
D.J. St. Germain
Massachusetts
$6.31K
Bessemer Group
633
Bessemer Group
New Jersey
$6K
BC
634
Barrett & Company
Rhode Island
$5.26K
BBHC
635
Brown Brothers Harriman & Co
New York
$4.53K
OC
636
Optima Capital
Oregon
$4.19K
ADL
637
Asset Dedication LLC
California
$4.16K
HFS
638
Hantz Financial Services
Michigan
$4K
SAG
639
SageView Advisory Group
California
$3.85K
PWAM
640
Private Wealth Asset Management
Iowa
$3.83K
QCMNJ
641
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
HNB
642
Huntington National Bank
Ohio
$3.61K
UFPG
643
United Financial Planning Group
New York
$3.58K
JWA
644
JFS Wealth Advisors
Pennsylvania
$3.51K
GM
645
GeoWealth Management
Illinois
$3.34K
WWM
646
Wolff Wiese Magana
California
$2.9K
MA
647
Montag & Associates
Georgia
$2.88K
OHWP
648
Oak Harbor Wealth Partners
North Carolina
$2.1K
TAM
649
Tucker Asset Management
Colorado
$2K
GPFA
650
Game Plan Financial Advisors
Ohio
$1.77K