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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
MB
151
MidFirst Bank
Oklahoma
$4.71M +$4.71M +193,267 New
MPM
152
Meritage Portfolio Management
Kansas
$4.65M +$109K +4,459 +2%
PK
153
Pflug Koory
Nebraska
$4.54M +$915K +37,525 +25%
Lido Advisors
154
Lido Advisors
California
$4.5M +$328K +13,457 +8%
CHJWM
155
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.46M +$5.9K +242 +0.1%
HI
156
Harrington Investments
California
$4.43M -$15.6K -640 -0.4%
EFH
157
Eaton Financial Holdings
Florida
$4.38M -$147K -6,037 -3%
LRPA
158
L. Roy Papp & Associates
Arizona
$4.29M +$3.97M +162,697 +1,219%
CKAIS
159
Christensen King & Associates Investment Services
Washington
$4.23M +$275K +11,286 +7%
SF
160
Summit Financial
New Jersey
$4.23M +$926K +37,980 +28%
HCM
161
Hutchinson Capital Management
California
$4.13M -$27.2K -1,116 -0.7%
JFGLC
162
Johnson Financial Group LLC (Colorado)
Colorado
$4.11M +$1.61M +66,025 +64%
BPA
163
Beacon Pointe Advisors
California
$3.99M +$670K +27,464 +20%
AIS
164
American Investment Services
Massachusetts
$3.97M +$554K +22,723 +16%
GHA
165
GW Henssler & Associates
Georgia
$3.86M -$37.4K -1,533 -1%
DA
166
Dover Advisors
Virginia
$3.82M +$1.16M +47,440 +43%
SWP
167
SIMA Wealth Partners
Virginia
$3.79M +$171K +7,032 +5%
IAN
168
Integrated Advisors Network
Texas
$3.74M +$3.74M +153,561 New
CCWA
169
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.73M -$207K -8,471 -5%
VA
170
VestGen Advisors
Illinois
$3.7M -$1.47M -60,188 -28%
NP
171
NorthRock Partners
Minnesota
$3.66M +$117K +4,806 +3%
CWA
172
Cornerstone Wealth Advisors
Minnesota
$3.62M -$19.4K -795 -0.5%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$3.59M -$697K -28,581 -16%
IWC
174
Integrated Wealth Concepts
Massachusetts
$3.45M -$2.72M -111,379 -44%
BCM
175
Brookstone Capital Management
Illinois
$3.44M -$75.9K -3,113 -2%