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