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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
FEG
51
Fund Evaluation Group
Ohio
$18.8M
NG
52
Novem Group
New York
$18.5M +$921K +37,781 +5%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$18.4M -$4.22K -173 -0%
II
54
Inspire Investing
Idaho
$18M +$1.87M +76,814 +12%
Raymond James Financial
55
Raymond James Financial
Florida
$17.9M +$1.78M +73,096 +11%
BDF
56
Black Diamond Financial
Maryland
$17M +$3.03M +124,221 +22%
BIG
57
Brooklyn Investment Group
New York
$16.7M +$16.7M +685,399 New
RCA
58
Resonant Capital Advisors
Wisconsin
$16.4M +$1.88M +76,956 +13%
SWA
59
Stratos Wealth Advisors
Ohio
$16.2M -$963K -39,481 -6%
RWB
60
RMR Wealth Builders
New Jersey
$16M +$2.67M +109,654 +20%
BA
61
Ballast Advisors
Minnesota
$15.8M +$644K +26,418 +4%
RF
62
Robinswood Financial
Washington
$15.4M +$651K +26,712 +4%
BP
63
BWM Planning
Texas
$15.4M +$1.63M +66,754 +12%
KWM
64
KRM Wealth Management
Nevada
$15.2M +$15.2M +624,993 New
AA
65
Alesco Advisors
New York
$15.1M +$454K +18,625 +3%
JWM
66
JPL Wealth Management
Colorado
$14.9M -$1.53M -62,576 -9%
PFA
67
Pure Financial Advisors
California
$14.5M +$206K +8,461 +1%
NFG
68
Northeast Financial Group
Pennsylvania
$14.5M +$1.03M +42,212 +8%
MAM
69
Marotta Asset Management
Virginia
$14.4M +$187K +7,687 +1%
PPH
70
Pure Portfolios Holdings
Oregon
$14.4M +$488K +20,011 +3%
AWE
71
Avidian Wealth Enterprises
Texas
$14.4M +$346K +14,200 +2%
CRA
72
Clear Retirement Advice
California
$14.3M +$14.4M +588,651 New
WIA
73
World Investment Advisors
California
$13.8M +$106K +4,345 +0.8%
CCA
74
Clearwater Capital Advisors
Illinois
$13.5M -$49.6M -2,033,683 -79%
CCM
75
Cloud Capital Management
Washington
$13.4M -$14.2K -581 -0.1%