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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
MHR
101
Matthew Hamilton Rosenberg
$8.84M
RC
102
Roundview Capital
New Jersey
$8.67M
SFGP
103
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.46M
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$8.28M
AFG
105
Altiora Financial Group
Ohio
$8.26M
SAS
106
SMI Advisory Services
Indiana
$8.13M
DSAM
107
Dock Street Asset Management
Florida
$7.92M
FFN
108
Focus Financial Network
Minnesota
$7.77M
ES
109
Eagle Strategies
New York
$7.76M
GP
110
Greenline Partners
New York
$7.75M
WRCM
111
Western Reserve Capital Management
Ohio
$7.67M
APG
112
Abacus Planning Group
South Carolina
$7.61M
Mariner
113
Mariner
Kansas
$7.59M
FTUS
114
Flow Traders U.S.
New York
$7.45M
CMBA
115
C.M. Bidwell & Associates
Hawaii
$7.28M
GSF
116
Grove Street Fiduciary
New Hampshire
$7.19M
MOS
117
MGO One Seven
Ohio
$7.16M
ATI
118
Act Two Investors
California
$6.97M
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$6.94M
BA
120
Bard Associates
Illinois
$6.77M
AssetMark Inc
121
AssetMark Inc
California
$6.73M
Baird Financial Group
122
Baird Financial Group
Wisconsin
$6.68M
MWP
123
Momentum Wealth Planning
Florida
$6.46M
AC
124
Apella Capital
Connecticut
$6.36M
EK
125
Evensky & Katz
Florida
$6.14M