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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
TCM
76
Towneley Capital Management
California
$13.1M
FFA
77
Farther Finance Advisors
California
$13M
MWP
78
Meridian Wealth Partners
Pennsylvania
$12.7M
DWM
79
Diversify Wealth Management
Utah
$12.6M
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$12.6M
US Bancorp
81
US Bancorp
Minnesota
$12.1M
WCA
82
Westover Capital Advisors
Delaware
$11.9M
ZRP
83
Zynergy Retirement Planning
New Jersey
$11.8M
PWA
84
Peterson Wealth Advisors
Utah
$11.7M
MML Investors Services
85
MML Investors Services
Massachusetts
$11.7M
AFP
86
Arnold Financial Planning
Iowa
$10.6M
MA
87
Mutual Advisors
Nebraska
$10.5M
Creative Planning
88
Creative Planning
Kansas
$10.4M
BSCCG
89
Blue Sky Capital Consultants Group
California
$10.3M
FNT
90
First National Trust
Pennsylvania
$10.1M
SIM
91
Sims Investment Management
Ohio
$10M
Osaic Holdings
92
Osaic Holdings
Arizona
$9.93M
TWP
93
Triad Wealth Partners
Kansas
$9.88M
HighTower Advisors
94
HighTower Advisors
Illinois
$9.82M
PAYA
95
Phil A. Younker & Associates
Alaska
$9.8M
BWM
96
Brown Wealth Management
Illinois
$9.39M
OPWM
97
Oakwell Private Wealth Management
Texas
$9.05M
MIA
98
Milestone Investment Advisors
Wisconsin
$8.94M
FTS
99
Fifth Third Securities
Ohio
$8.88M
MHR
100
Matthew Hamilton Rosenberg
$8.84M