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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
AAS
201
Asset Allocation Strategies
Michigan
$2.71M
IRP
202
Investment Research Partners
Pennsylvania
$2.71M
NWMG
203
National Wealth Management Group
Ohio
$2.68M
GCG
204
Gilbert Capital Group
Maine
$2.67M
EF
205
Elite Financial
Idaho
$2.66M
DFC
206
DBK Financial Counsel
Ohio
$2.59M
SAM
207
Smithbridge Asset Management
Pennsylvania
$2.5M
VCM
208
Versant Capital Management
Arizona
$2.47M
SP
209
Sherman Porfolios
Idaho
$2.36M
CIC
210
Carnegie Investment Counsel
Ohio
$2.34M
BAMG
211
Brand Asset Management Group
Missouri
$2.29M
XPN
212
XY Planning Network
Montana
$2.28M
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$2.26M
SIA
214
Sage Investment Advisers
New York
$2.25M
AAS
215
Ameritas Advisory Services
Nebraska
$2.24M
GI
216
GLOBALT Investments
Georgia
$2.23M
FA
217
Fortis Advisors
Pennsylvania
$2.21M
MFG
218
Mainsail Financial Group
Washington
$2.17M
CFD
219
Creative Financial Designs
Indiana
$2.15M
FFG
220
First Financial Group
North Carolina
$2.14M
LWA
221
Lantern Wealth Advisors
New York
$2.09M
GRP
222
Global Retirement Partners
California
$2.08M
PGAM
223
Princeton Global Asset Management
New Jersey
$2.04M
DG
224
DMC Group
Alabama
$2.03M
VA
225
Valmark Advisers
Ohio
$2.02M