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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
CB
126
Commerce Bank
Missouri
$6.03M
ABC
127
Associated Banc-Corp
Wisconsin
$6.03M
PAG
128
Private Advisor Group
New Jersey
$6.03M
PAW
129
Plan A Wealth
Nebraska
$5.93M
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$5.86M
Citigroup
131
Citigroup
New York
$5.71M
FF
132
Farrow Financial
Vermont
$5.64M
PS
133
Principal Securities
Iowa
$5.62M
RTL
134
Red Tortoise LLC
Georgia
$5.59M
DAS
135
Dynamic Advisor Solutions
Arizona
$5.54M
MSG
136
Main Street Group
Virginia
$5.53M
HWM
137
HB Wealth Management
Georgia
$5.48M
SP
138
Successful Portfolios
Florida
$5.28M
MWM
139
Maltin Wealth Management
New Jersey
$5.07M
SHGA
140
Sand Hill Global Advisors
California
$4.92M
BIA
141
Bigelow Investment Advisors
Maine
$4.91M
DIA
142
Dean Investment Associates
Ohio
$4.89M
EWA
143
ERTS Wealth Advisors
Michigan
$4.89M
BlackRock
144
BlackRock
New York
$4.85M
ISWM
145
Independent Solutions Wealth Management
New York
$4.84M
ICM
146
Islay Capital Management
Texas
$4.74M
MB
147
MidFirst Bank
Oklahoma
$4.71M
MPM
148
Meritage Portfolio Management
Kansas
$4.65M
PK
149
Pflug Koory
Nebraska
$4.54M
Lido Advisors
150
Lido Advisors
California
$4.5M