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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
OW
676
Olistico Wealth
Oklahoma
$999 +$1K +41 New
WWMSC
677
Wagner Wealth Management (South Carolina)
South Carolina
$847 +$24 +1 +3%
SWM
678
Spire Wealth Management
Virginia
$755
AW
679
Ankerstar Wealth
Texas
$97 +$98 +4 New
KFP
680
Kerr Financial Planning
California
$97 +$98 +4 New
National Bank of Canada
681
National Bank of Canada
Quebec, Canada
$73 -$11.9M -488,300 -100%
LFA
682
LGT Financial Advisors
Texas
$49 -$3.75K -154 -99%
S
683
SignatureFD
Georgia
$25
IAS
684
IMA Advisory Services
Colorado
$4
WF
685
Williams Financial
Vermont
-$23.1M -945,377 Closed
BAM
686
Berkshire Asset Management
Pennsylvania
-$3.28M -134,241 Closed
Bank of Nova Scotia
687
Bank of Nova Scotia
Ontario, Canada
-$2.37M -97,300 Closed
Susquehanna International Group
688
Susquehanna International Group
Pennsylvania
-$1.46M -60,004 Closed
WPC
689
Wedmont Private Capital
Pennsylvania
-$1.06M -43,635 Closed
CC
690
Commons Capital
Massachusetts
-$903K -37,020 Closed
WFA
691
Websterrogers Financial Advisors
South Carolina
-$851K -34,885 Closed
CFP
692
Curran Financial Partners
South Carolina
-$843K -34,537 Closed
HF
693
HRT Financial
New York
-$737K -30,216 Closed
GWP
694
Gateway Wealth Partners
Wisconsin
-$729K -29,875 Closed
FIB
695
First Interstate Bank
Montana
-$577K -23,658 Closed
BJL
696
Brighton Jones LLC
Washington
-$500K -20,507 Closed
DPI
697
Diversified Portfolios Inc
Michigan
-$407K -16,678 Closed
FWM
698
Forza Wealth Management
Florida
-$376K -15,398 Closed
NCM
699
Northwest Capital Management
Oregon
-$356K -14,575 Closed
LAIC
700
Lederer & Associates Investment Counsel
California
-$315K -12,910 Closed