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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
FVIM
626
Fort Vancouver Investment Management
Washington
$16.5K +$219 +9 +1%
Franklin Resources
627
Franklin Resources
California
$16.2K
WA
628
Westfuller Advisors
New York
$15.4K
DCM
629
Davis Capital Management
Florida
$15.3K -$5.58K -229 -27%
AG
630
AmeriFlex Group
Nevada
$14.4K +$14.4K +589 New
TRCT
631
Tower Research Capital (TRC)
New York
$13.5K -$5.07K -208 -27%
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$13.2K -$151K -6,203 -92%
ME
633
McIlrath & Eck
Washington
$13.1K
UBS AM
634
UBS AM
Illinois
$12.9K +$12.9K +529 New
CFFP
635
Center for Financial Planning
Michigan
$12.2K +$12.2K +501 New
Federated Hermes
636
Federated Hermes
Pennsylvania
$11.6K +$11.7K +478 New
WP
637
WealthShield Partners
North Carolina
$11.3K
CFG
638
Chapman Financial Group
Hawaii
$10.6K
LWM
639
Lodestone Wealth Management
Washington
$10.5K +$10.5K +432 New
PA
640
Parallel Advisors
California
$10.3K +$5.34K +219 +107%
GEA
641
Glen Eagle Advisors
New Jersey
$9.99K +$244 +10 +3%
FGA
642
Fortis Group Advisors
New Jersey
$9.8K
SS
643
Sunbelt Securities
Texas
$8.75K +$8.75K +359 New
AIA
644
Arcadia Investment Advisors
Idaho
$8.68K
IAIM
645
International Assets Investment Management
Florida
$8.53K +$8.53K +350 New
PFBT
646
Parkside Financial Bank & Trust
Missouri
$7.55K
WIM
647
Westside Investment Management
California
$7.36K
GWM
648
Geneos Wealth Management
Colorado
$6.82K
OSAM
649
O'Shaughnessy Asset Management
Connecticut
$6.82K
CI
650
Cordant Inc
Oregon
$6.51K -$4.36K -179 -40%