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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
CAG
176
Csenge Advisory Group
Florida
$3.23M
KPWS
177
Kestra Private Wealth Services
Texas
$3.23M
NA
178
NewEdge Advisors
Louisiana
$3.14M
BEI
179
Benjamin Edwards Inc
Missouri
$3.12M
VCA
180
Verdence Capital Advisors
Maryland
$3.11M
WHCI
181
W.H. Cornerstone Investments
Massachusetts
$3.08M
BI
182
Beckerman Institutional
New Jersey
$3.08M
HI
183
Harbour Investments
Wisconsin
$3.06M
CVM
184
Cheviot Value Management
California
$3.04M
AIA
185
Aventus Investment Advisors
Florida
$3.03M
WA
186
WBH Advisory
Maryland
$3.01M
MAM
187
McLean Asset Management
Virginia
$3M
SWM
188
SigFig Wealth Management
California
$2.95M
WWM
189
WT Wealth Management
Arizona
$2.94M
LA
190
Lifeworks Advisors
Michigan
$2.94M
ES
191
ETF Store
Kansas
$2.89M
William Blair & Company
192
William Blair & Company
Illinois
$2.89M
LPAM
193
Lodestar Private Asset Management
California
$2.87M
BIM
194
Breakwater Investment Management
Washington
$2.87M
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$2.84M
SSWM
196
Sheets Smith Wealth Management
North Carolina
$2.83M
GLR
197
Great Lakes Retirement
Ohio
$2.83M
PRS
198
Pinkerton Retirement Specialists
Idaho
$2.82M
NFTC
199
North Forty Two & Co
Oregon
$2.82M
PCIA
200
Prime Capital Investment Advisors
Kansas
$2.74M