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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
EK
126
Evensky & Katz
Florida
$6.14M -$256K -10,496 -4%
CB
127
Commerce Bank
Missouri
$6.03M -$117K -4,794 -2%
ABC
128
Associated Banc-Corp
Wisconsin
$6.03M +$384K +15,743 +7%
PAG
129
Private Advisor Group
New Jersey
$6.03M +$3.29M +134,758 +120%
PAW
130
Plan A Wealth
Nebraska
$5.93M +$359K +14,713 +6%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.86M +$197K +8,086 +3%
Citigroup
132
Citigroup
New York
$5.71M -$3.74M -153,372 -40%
FF
133
Farrow Financial
Vermont
$5.64M +$592K +24,285 +12%
PS
134
Principal Securities
Iowa
$5.62M +$403K +16,535 +8%
RTL
135
Red Tortoise LLC
Georgia
$5.59M +$236K +9,697 +4%
DAS
136
Dynamic Advisor Solutions
Arizona
$5.54M -$498K -20,414 -8%
MSG
137
Main Street Group
Virginia
$5.53M -$9.81M -402,296 -64%
HWM
138
HB Wealth Management
Georgia
$5.48M -$252K -10,353 -4%
SP
139
Successful Portfolios
Florida
$5.28M +$338K +13,875 +7%
VFS
140
Valpey Financial Services
New Hampshire
$5.25M +$329K +13,485 +7%
MWM
141
Maltin Wealth Management
New Jersey
$5.07M +$87.2K +3,578 +2%
CWMS
142
CFG Wealth Management Services
Indiana
$4.96M +$4.96M +203,477 New
SHGA
143
Sand Hill Global Advisors
California
$4.92M +$86K +3,528 +2%
BIA
144
Bigelow Investment Advisors
Maine
$4.91M +$753K +30,885 +18%
DIA
145
Dean Investment Associates
Ohio
$4.89M -$737K -30,237 -13%
EWA
146
ERTS Wealth Advisors
Michigan
$4.89M +$221K +9,066 +5%
BlackRock
147
BlackRock
New York
$4.85M +$1.25M +51,197 +35%
ISWM
148
Independent Solutions Wealth Management
New York
$4.84M +$25.9K +1,061 +0.5%
ICM
149
Islay Capital Management
Texas
$4.74M -$275K -11,263 -5%
SG
150
Sankala Group
Colorado
$4.73M +$4.72M +193,573 New