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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
FTS
101
Fifth Third Securities
Ohio
$8.88M -$39.1K -1,602 -0.4%
MHR
102
Matthew Hamilton Rosenberg
$8.84M +$1.35M +55,292 +18%
RC
103
Roundview Capital
New Jersey
$8.67M -$188K -7,731 -2%
SFGP
104
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.46M +$494K +20,255 +6%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$8.28M +$4.54M +186,268 +121%
AFG
106
Altiora Financial Group
Ohio
$8.26M -$13.3M -543,831 -62%
SAS
107
SMI Advisory Services
Indiana
$8.13M -$661K -27,098 -8%
DSAM
108
Dock Street Asset Management
Florida
$7.92M +$7.93M +325,122 New
FFN
109
Focus Financial Network
Minnesota
$7.77M +$2.33M +95,701 +43%
ES
110
Eagle Strategies
New York
$7.76M +$52.3K +2,143 +0.7%
GP
111
Greenline Partners
New York
$7.75M +$183K +7,499 +2%
WRCM
112
Western Reserve Capital Management
Ohio
$7.67M +$7.68M +314,804 New
APG
113
Abacus Planning Group
South Carolina
$7.61M -$4.97K -204 -0.1%
Mariner
114
Mariner
Kansas
$7.59M -$285K -11,687 -4%
FTUS
115
Flow Traders U.S.
New York
$7.45M +$2.42M +99,167 +48%
CMBA
116
C.M. Bidwell & Associates
Hawaii
$7.28M +$727K +29,812 +11%
GSF
117
Grove Street Fiduciary
New Hampshire
$7.19M -$7.05K -289 -0.1%
MOS
118
MGO One Seven
Ohio
$7.16M +$676K +27,726 +10%
ATI
119
Act Two Investors
California
$6.97M -$2.57M -105,549 -27%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$6.94M +$2.02M +82,656 +41%
BA
121
Bard Associates
Illinois
$6.77M +$33.6K +1,379 +0.5%
AssetMark Inc
122
AssetMark Inc
California
$6.73M +$4.38M +179,617 +186%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$6.68M +$1.71M +70,239 +34%
MWP
124
Momentum Wealth Planning
Florida
$6.46M -$358K -14,703 -5%
AC
125
Apella Capital
Connecticut
$6.36M -$585K -23,991 -8%