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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
W
176
WorthPointe
California
$3.42M +$3.19M +130,923 +1,415%
JBW
177
Journey Beyond Wealth
Georgia
$3.33M +$244K +10,022 +8%
AF
178
Allworth Financial
California
$3.33M -$264K -10,823 -7%
LTL
179
Lowery Thomas LLC
California
$3.33M +$196K +8,050 +6%
DWM
180
Dakota Wealth Management
Florida
$3.31M +$1.03M +42,155 +45%
CAG
181
Csenge Advisory Group
Florida
$3.23M +$268K +10,977 +9%
KPWS
182
Kestra Private Wealth Services
Texas
$3.23M -$63K -2,582 -2%
NA
183
NewEdge Advisors
Louisiana
$3.14M +$672K +27,567 +27%
BEI
184
Benjamin Edwards Inc
Missouri
$3.12M +$256K +10,518 +9%
VCA
185
Verdence Capital Advisors
Maryland
$3.11M -$20.3K -832 -0.6%
WHCI
186
W.H. Cornerstone Investments
Massachusetts
$3.08M +$249K +10,225 +9%
BI
187
Beckerman Institutional
New Jersey
$3.08M -$5.73K -235 -0.2%
HI
188
Harbour Investments
Wisconsin
$3.06M -$3.76M -154,365 -55%
TFA
189
TrustWell Financial Advisors
Florida
$3.06M +$3.06M +125,496 New
CVM
190
Cheviot Value Management
California
$3.04M +$169K +6,942 +6%
AIA
191
Aventus Investment Advisors
Florida
$3.03M +$115K +4,719 +4%
WA
192
WBH Advisory
Maryland
$3.01M -$50.4K -2,069 -2%
MAM
193
McLean Asset Management
Virginia
$3M -$49.1K -2,014 -2%
SWM
194
SigFig Wealth Management
California
$2.95M +$232K +9,516 +9%
WWM
195
WT Wealth Management
Arizona
$2.94M +$149K +6,094 +5%
LA
196
Lifeworks Advisors
Michigan
$2.94M +$97.5K +3,997 +3%
ES
197
ETF Store
Kansas
$2.89M +$57.7K +2,368 +2%
William Blair & Company
198
William Blair & Company
Illinois
$2.89M +$244K +10,001 +9%
LPAM
199
Lodestar Private Asset Management
California
$2.87M +$183K +7,497 +7%
BIM
200
Breakwater Investment Management
Washington
$2.87M -$6.14K -252 -0.2%