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Schwab Short-Term US Treasury ETF

665 hedge funds and large institutions have $8.17B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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 +$123M
2 +$93.5M
3 +$33.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$33.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$19.3M
FEG
52
Fund Evaluation Group
Ohio
$18.8M
NG
53
Novem Group
New York
$18.5M
BOPW
54
Brandywine Oak Private Wealth
Pennsylvania
$18.4M
II
55
Inspire Investing
Idaho
$18M
Raymond James Financial
56
Raymond James Financial
Florida
$17.9M
BDF
57
Black Diamond Financial
Maryland
$17M
BIG
58
Brooklyn Investment Group
New York
$16.7M
RCA
59
Resonant Capital Advisors
Wisconsin
$16.4M
SWA
60
Stratos Wealth Advisors
Ohio
$16.2M
RWB
61
RMR Wealth Builders
New Jersey
$16M
BA
62
Ballast Advisors
Minnesota
$15.8M
BP
63
BWM Planning
Texas
$15.4M
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
CRAL
71
Clear Retirement Advice LLC
California
$14.3M
WIA
72
World Investment Advisors
California
$13.7M
CCA
73
Clearwater Capital Advisors
Illinois
$13.5M
CCM
74
Cloud Capital Management
Washington
$13.4M
VCM
75
Vivaldi Capital Management
Illinois
$13.2M