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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
GWP
676
Gateway Wealth Partners
Wisconsin
FIB
677
First Interstate Bank
Montana
BJL
678
Brighton Jones LLC
Washington
DPI
679
Diversified Portfolios Inc
Michigan
FWM
680
Forza Wealth Management
Florida
NCM
681
Northwest Capital Management
Oregon
LAIC
682
Lederer & Associates Investment Counsel
California
MWM
683
Maridea Wealth Management
New York
CIP
684
Capital Insight Partners
Arizona
TF
685
Trek Financial
Arizona
Empower Advisory Group
686
Empower Advisory Group
Colorado
RWA
687
Roberts Wealth Advisors
California
HW
688
HORAN Wealth
Ohio
FM
689
Foster & Motley
Ohio
BDFN
690
Bond & Devick Financial Network
Minnesota
RCM
691
RB Capital Management
Nevada
RFA
692
Resurgent Financial Advisors
Georgia
LGA
693
Lebenthal Global Advisors
New York
AC
694
Anson Capital
Georgia
GBT
695
Grove Bank & Trust
Florida
PCM
696
Perritt Capital Management
Illinois
FFWM
697
Future Financial Wealth Management
Ohio
UCB
698
United Community Bank
South Carolina
RA
699
Rise Advisors
New York
ABWM
700
Alpine Bank Wealth Management
Colorado