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Schwab Short-Term US Treasury ETF

680 hedge funds and large institutions have $7.99B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 311 increasing their positions, 203 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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 +$93.5M
2 +$33.1M
3 +$33.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
5
SC
Savant Capital
Illinois
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
701
Empower Advisory Group
Colorado
RWA
702
Roberts Wealth Advisors
California
HW
703
HORAN Wealth
Ohio
FM
704
Foster & Motley
Ohio
BDFN
705
Bond & Devick Financial Network
Minnesota
RCM
706
RB Capital Management
Nevada
RFA
707
Resurgent Financial Advisors
Georgia
LGA
708
Lebenthal Global Advisors
New York
AC
709
Anson Capital
Georgia
GBT
710
Grove Bank & Trust
Florida
SC
711
Stance Capital
Massachusetts
PPA
712
Painted Porch Advisors
California
PCM
713
Perritt Capital Management
Illinois
FFWM
714
Future Financial Wealth Management
Ohio
UCB
715
United Community Bank
South Carolina
RA
716
Rise Advisors
New York
ABWM
717
Alpine Bank Wealth Management
Colorado
DRP
718
Decker Retirement Planning
Utah
CWM
719
Crowley Wealth Management
Delaware
MAFA
720
MJT & Associates Financial Advisory
Minnesota
MWA
721
Medallion Wealth Advisors
Connecticut
MLA
722
MB, Levis & Associates
Pennsylvania
KFI
723
Key Financial Inc
Pennsylvania
FGAM
724
Financial Gravity Asset Management
Texas
VA
725
Vestwell Advisors
New York