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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
MWM
701
Maridea Wealth Management
New York
-$287K -11,725 Closed
CIP
702
Capital Insight Partners
Arizona
-$278K -11,409 Closed
TF
703
Trek Financial
Arizona
-$270K -11,083 Closed
Empower Advisory Group
704
Empower Advisory Group
Colorado
-$260K -10,646 Closed
RWA
705
Roberts Wealth Advisors
California
-$236K -9,666 Closed
HW
706
HORAN Wealth
Ohio
-$233K -9,553 Closed
FM
707
Foster & Motley
Ohio
-$228K -9,353 Closed
BDFN
708
Bond & Devick Financial Network
Minnesota
-$206K -8,453 Closed
RCM
709
RB Capital Management
Nevada
-$205K -8,400 Closed
RFA
710
Resurgent Financial Advisors
Georgia
-$203K -8,340 Closed
LGA
711
Lebenthal Global Advisors
New York
-$200K -8,206 Closed
AC
712
Anson Capital
Georgia
-$200K -8,200 Closed
GBT
713
Grove Bank & Trust
Florida
-$130K -5,324 Closed
SC
714
Stance Capital
Massachusetts
-$67.2K -2,754 Closed
PPA
715
Painted Porch Advisors
California
-$66.4K -2,721 Closed
PCM
716
Perritt Capital Management
Illinois
-$62.6K -2,567 Closed
FFWM
717
Future Financial Wealth Management
Ohio
-$52.3K -2,143 Closed
UCB
718
United Community Bank
South Carolina
-$20K -818 Closed
RA
719
Rise Advisors
New York
-$15.7K -645 Closed
ABWM
720
Alpine Bank Wealth Management
Colorado
-$15.5K -636 Closed
DRP
721
Decker Retirement Planning
Utah
-$8.64K -354 Closed
CWM
722
Crowley Wealth Management
Delaware
-$7.32K -300 Closed
MAFA
723
MJT & Associates Financial Advisory
Minnesota
-$5.22K -214 Closed
MWA
724
Medallion Wealth Advisors
Connecticut
-$5.17K -212 Closed
MLA
725
MB, Levis & Associates
Pennsylvania
-$4.71K -193 Closed