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Schwab Short-Term US Treasury ETF

672 hedge funds and large institutions have $7.97B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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
AA
63
Alesco Advisors
New York
$15.1M
JWM
64
JPL Wealth Management
Colorado
$14.9M
PFA
65
Pure Financial Advisors
California
$14.5M
NFG
66
Northeast Financial Group
Pennsylvania
$14.5M
MAM
67
Marotta Asset Management
Virginia
$14.4M
PPH
68
Pure Portfolios Holdings
Oregon
$14.4M
AWE
69
Avidian Wealth Enterprises
Texas
$14.4M
CRA
70
Clear Retirement Advice
California
$14.3M
WIA
71
World Investment Advisors
California
$13.8M
CCA
72
Clearwater Capital Advisors
Illinois
$13.5M
CCM
73
Cloud Capital Management
Washington
$13.4M
VCM
74
Vivaldi Capital Management
Illinois
$13.2M
PC
75
Prairiewood Capital
North Dakota
$13.1M