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Schwab Short-Term US Treasury ETF

674 hedge funds and large institutions have $7.98B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
FEG
51
Fund Evaluation Group
Ohio
$18.8M
NG
52
Novem Group
New York
$18.5M
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$18.4M
II
54
Inspire Investing
Idaho
$18M
Raymond James Financial
55
Raymond James Financial
Florida
$17.9M
BDF
56
Black Diamond Financial
Maryland
$17M
BIG
57
Brooklyn Investment Group
New York
$16.7M
RCA
58
Resonant Capital Advisors
Wisconsin
$16.4M
SWA
59
Stratos Wealth Advisors
Ohio
$16.2M
RWB
60
RMR Wealth Builders
New Jersey
$16M
BA
61
Ballast Advisors
Minnesota
$15.8M
BP
62
BWM Planning
Texas
$15.4M
KWMLLC
63
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$15.2M
AA
64
Alesco Advisors
New York
$15.1M
JWM
65
JPL Wealth Management
Colorado
$14.9M
PFA
66
Pure Financial Advisors
California
$14.5M
NFG
67
Northeast Financial Group
Pennsylvania
$14.5M
MAM
68
Marotta Asset Management
Virginia
$14.4M
PPH
69
Pure Portfolios Holdings
Oregon
$14.4M
AWE
70
Avidian Wealth Enterprises
Texas
$14.4M
CRA
71
Clear Retirement Advice
California
$14.3M
WIA
72
World Investment Advisors
California
$13.8M
CCA
73
Clearwater Capital Advisors
Illinois
$13.5M
CCM
74
Cloud Capital Management
Washington
$13.4M
VCM
75
Vivaldi Capital Management
Illinois
$13.2M