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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
DJSG
651
D.J. St. Germain
Massachusetts
$6.31K
Bessemer Group
652
Bessemer Group
New Jersey
$6K -$12.8K -525 -67%
BC
653
Barrett & Company
Rhode Island
$5.26K
BBHC
654
Brown Brothers Harriman & Co
New York
$4.53K
OC
655
Optima Capital
Oregon
$4.19K +$4.19K +172 New
ADL
656
Asset Dedication LLC
California
$4.16K +$24 +1 +0.6%
HFS
657
Hantz Financial Services
Michigan
$4K +$4.12K +169 New
SAG
658
SageView Advisory Group
California
$3.85K +$3.85K +158 New
PWAM
659
Private Wealth Asset Management
Iowa
$3.83K +$3.83K +157 New
QCMNJ
660
Quantum Capital Management (New Jersey)
New Jersey
$3.8K
HNB
661
Huntington National Bank
Ohio
$3.61K
UFPG
662
United Financial Planning Group
New York
$3.58K +$3.58K +147 New
JWA
663
JFS Wealth Advisors
Pennsylvania
$3.51K
GM
664
GeoWealth Management
Illinois
$3.34K +$3.34K +137 New
WWM
665
Wolff Wiese Magana
California
$2.9K
MA
666
Montag & Associates
Georgia
$2.88K
OHWP
667
Oak Harbor Wealth Partners
North Carolina
$2.1K +$2.1K +86 New
TAM
668
Tucker Asset Management
Colorado
$2K +$2K +82 New
GPFA
669
Game Plan Financial Advisors
Ohio
$1.77K +$24 +1 +1%
SL
670
Salomon & Ludwin
Virginia
$1.63K -$219 -9 -12%
RF
671
Rossby Financial
Florida
$1.56K
TCM
672
Triumph Capital Management
Colorado
$1.56K +$1.56K +64 New
SIC
673
SJS Investment Consulting
Ohio
$1.2K +$1.2K +49 New
HDIM
674
Hanson & Doremus Investment Management
Vermont
$1K +$561 +23 New
VNA
675
Valley National Advisers
Pennsylvania
$1K +$1.8K +74 New