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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
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.46M
HI
152
Harrington Investments
California
$4.43M
EFH
153
Eaton Financial Holdings
Florida
$4.38M
LRPA
154
L. Roy Papp & Associates
Arizona
$4.29M
CKAIS
155
Christensen King & Associates Investment Services
Washington
$4.23M
SF
156
Summit Financial
New Jersey
$4.23M
HCM
157
Hutchinson Capital Management
California
$4.13M
JFGLC
158
Johnson Financial Group LLC (Colorado)
Colorado
$4.11M
BPA
159
Beacon Pointe Advisors
California
$3.99M
AIS
160
American Investment Services
Massachusetts
$3.97M
GHA
161
GW Henssler & Associates
Georgia
$3.86M
DA
162
Dover Advisors
Virginia
$3.82M
IAN
163
Integrated Advisors Network
Texas
$3.74M
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.73M
VA
165
VestGen Advisors
Illinois
$3.7M
NP
166
NorthRock Partners
Minnesota
$3.66M
CWA
167
Cornerstone Wealth Advisors
Minnesota
$3.62M
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$3.59M
IWC
169
Integrated Wealth Concepts
Massachusetts
$3.45M
BCM
170
Brookstone Capital Management
Illinois
$3.44M
W
171
WorthPointe
California
$3.42M
JBW
172
Journey Beyond Wealth
Georgia
$3.33M
AF
173
Allworth Financial
California
$3.33M
LTL
174
Lowery Thomas LLC
California
$3.33M
DWM
175
Dakota Wealth Management
Florida
$3.31M