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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
PC
76
Prairiewood Capital
North Dakota
$13.1M
TCM
77
Towneley Capital Management
California
$13.1M
FFA
78
Farther Finance Advisors
California
$13M
MWP
79
Meridian Wealth Partners
Pennsylvania
$12.7M
DWM
80
Diversify Wealth Management
Utah
$12.6M
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$12.6M
US Bancorp
82
US Bancorp
Minnesota
$12.1M
WCA
83
Westover Capital Advisors
Delaware
$11.9M
ZRP
84
Zynergy Retirement Planning
New Jersey
$11.8M
PWA
85
Peterson Wealth Advisors
Utah
$11.7M
MML Investors Services
86
MML Investors Services
Massachusetts
$11.7M
AFP
87
Arnold Financial Planning
Iowa
$10.6M
MA
88
Mutual Advisors
Nebraska
$10.5M
Creative Planning
89
Creative Planning
Kansas
$10.4M
BSCCG
90
Blue Sky Capital Consultants Group
California
$10.3M
FNT
91
First National Trust
Pennsylvania
$10.1M
SIM
92
Sims Investment Management
Ohio
$10M
Osaic Holdings
93
Osaic Holdings
Arizona
$9.93M
TWP
94
Triad Wealth Partners
Kansas
$9.88M
HighTower Advisors
95
HighTower Advisors
Illinois
$9.82M
PAYA
96
Phil A. Younker & Associates
Alaska
$9.8M
BWM
97
Brown Wealth Management
Illinois
$9.39M
OPWM
98
Oakwell Private Wealth Management
Texas
$9.05M
MIA
99
Milestone Investment Advisors
Wisconsin
$8.94M
FTS
100
Fifth Third Securities
Ohio
$8.88M