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Schwab Short-Term US Treasury ETF

672 hedge funds and large institutions have $7.97B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
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 +$93.5M
2 +$33.1M
3 +$33.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$24.5M
5
SC
Savant Capital
Illinois
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$4.5M
CHJWM
152
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.46M
HI
153
Harrington Investments
California
$4.43M
EFH
154
Eaton Financial Holdings
Florida
$4.38M
LRPA
155
L. Roy Papp & Associates
Arizona
$4.29M
CKAIS
156
Christensen King & Associates Investment Services
Washington
$4.23M
SF
157
Summit Financial
New Jersey
$4.23M
HCM
158
Hutchinson Capital Management
California
$4.13M
JFGLC
159
Johnson Financial Group LLC (Colorado)
Colorado
$4.11M
BPA
160
Beacon Pointe Advisors
California
$3.99M
AIS
161
American Investment Services
Massachusetts
$3.97M
GHA
162
GW Henssler & Associates
Georgia
$3.86M
DA
163
Dover Advisors
Virginia
$3.82M
IAN
164
Integrated Advisors Network
Texas
$3.74M
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.73M
VA
166
VestGen Advisors
Illinois
$3.7M
NP
167
NorthRock Partners
Minnesota
$3.66M
CWA
168
Cornerstone Wealth Advisors
Minnesota
$3.62M
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$3.59M
IWC
170
Integrated Wealth Concepts
Massachusetts
$3.45M
BCM
171
Brookstone Capital Management
Illinois
$3.44M
W
172
WorthPointe
California
$3.42M
JBW
173
Journey Beyond Wealth
Georgia
$3.33M
AF
174
Allworth Financial
California
$3.33M
LTL
175
Lowery Thomas LLC
California
$3.33M