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Schwab Short-Term US Treasury ETF

674 hedge funds and large institutions have $7.98B invested in Schwab Short-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 204 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
LTL
176
Lowery Thomas LLC
California
$3.33M
DWM
177
Dakota Wealth Management
Florida
$3.31M
CAG
178
Csenge Advisory Group
Florida
$3.23M
KPWS
179
Kestra Private Wealth Services
Texas
$3.23M
NA
180
NewEdge Advisors
Louisiana
$3.14M
BEI
181
Benjamin Edwards Inc
Missouri
$3.12M
VCA
182
Verdence Capital Advisors
Maryland
$3.11M
WHCI
183
W.H. Cornerstone Investments
Massachusetts
$3.08M
BI
184
Beckerman Institutional
New Jersey
$3.08M
HI
185
Harbour Investments
Wisconsin
$3.06M
CVM
186
Cheviot Value Management
California
$3.04M
AIA
187
Aventus Investment Advisors
Florida
$3.03M
WA
188
WBH Advisory
Maryland
$3.01M
MAM
189
McLean Asset Management
Virginia
$3M
SWM
190
SigFig Wealth Management
California
$2.95M
WWM
191
WT Wealth Management
Arizona
$2.94M
LA
192
Lifeworks Advisors
Michigan
$2.94M
ES
193
ETF Store
Kansas
$2.89M
William Blair & Company
194
William Blair & Company
Illinois
$2.89M
LPAM
195
Lodestar Private Asset Management
California
$2.87M
BIM
196
Breakwater Investment Management
Washington
$2.87M
SSWM
197
Sheets Smith Wealth Management
North Carolina
$2.83M
GLR
198
Great Lakes Retirement
Ohio
$2.83M
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$2.83M
PRS
200
Pinkerton Retirement Specialists
Idaho
$2.82M