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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
VCM
76
Vivaldi Capital Management
Illinois
$13.2M +$1.05M +42,918 +9%
PC
77
Prairiewood Capital
North Dakota
$13.1M +$1.05M +43,019 +9%
TCM
78
Towneley Capital Management
California
$13.1M +$201K +8,264 +2%
FFA
79
Farther Finance Advisors
California
$13M +$7.24M +296,795 +126%
MWP
80
Meridian Wealth Partners
Pennsylvania
$12.7M +$531K +21,765 +4%
DWM
81
Diversify Wealth Management
Utah
$12.6M +$563K +23,086 +5%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$12.6M +$800K +32,793 +7%
US Bancorp
83
US Bancorp
Minnesota
$12.1M +$2.37M +97,350 +24%
WCA
84
Westover Capital Advisors
Delaware
$11.9M +$680K +27,908 +6%
ZRP
85
Zynergy Retirement Planning
New Jersey
$11.8M +$2.5M +102,601 +27%
PWA
86
Peterson Wealth Advisors
Utah
$11.7M +$1.4M +57,591 +14%
MML Investors Services
87
MML Investors Services
Massachusetts
$11.7M +$1.1M +45,181 +10%
AFP
88
Arnold Financial Planning
Iowa
$10.6M +$10.6M +433,668 New
MA
89
Mutual Advisors
Nebraska
$10.5M +$122K +5,020 +1%
Creative Planning
90
Creative Planning
Kansas
$10.4M -$1.29M -52,774 -11%
BSCCG
91
Blue Sky Capital Consultants Group
California
$10.3M +$828K +33,952 +9%
FNT
92
First National Trust
Pennsylvania
$10.1M +$207K +8,489 +2%
SIM
93
Sims Investment Management
Ohio
$10M +$120K +4,905 +1%
Osaic Holdings
94
Osaic Holdings
Arizona
$9.93M +$817K +33,503 +9%
TWP
95
Triad Wealth Partners
Kansas
$9.88M +$9.88M +405,359 New
HighTower Advisors
96
HighTower Advisors
Illinois
$9.82M +$392K +16,071 +4%
PAYA
97
Phil A. Younker & Associates
Alaska
$9.8M +$470K +19,272 +5%
BWM
98
Brown Wealth Management
Illinois
$9.39M -$2.37M -97,054 -20%
OPWM
99
Oakwell Private Wealth Management
Texas
$9.05M +$859K +35,241 +10%
MIA
100
Milestone Investment Advisors
Wisconsin
$8.94M +$244K +9,987 +3%