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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
NFTC
201
North Forty Two & Co
Oregon
$2.82M
PCIA
202
Prime Capital Investment Advisors
Kansas
$2.74M
AAS
203
Asset Allocation Strategies
Michigan
$2.71M
IRP
204
Investment Research Partners
Pennsylvania
$2.71M
NWMG
205
National Wealth Management Group
Ohio
$2.68M
GCG
206
Gilbert Capital Group
Maine
$2.67M
EF
207
Elite Financial
Idaho
$2.66M
DFC
208
DBK Financial Counsel
Ohio
$2.59M
SAM
209
Smithbridge Asset Management
Pennsylvania
$2.5M
VCM
210
Versant Capital Management
Arizona
$2.47M
SP
211
Sherman Porfolios
Idaho
$2.36M
CIC
212
Carnegie Investment Counsel
Ohio
$2.34M
BAMG
213
Brand Asset Management Group
Missouri
$2.29M
XPN
214
XY Planning Network
Montana
$2.28M
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$2.26M
SIA
216
Sage Investment Advisers
New York
$2.25M
AAS
217
Ameritas Advisory Services
Nebraska
$2.24M
GI
218
GLOBALT Investments
Georgia
$2.23M
FA
219
Fortis Advisors
Pennsylvania
$2.21M
MFG
220
Mainsail Financial Group
Washington
$2.17M
CFD
221
Creative Financial Designs
Indiana
$2.15M
FFG
222
First Financial Group
North Carolina
$2.14M
LWA
223
Lantern Wealth Advisors
New York
$2.09M
GRP
224
Global Retirement Partners
California
$2.08M
PGAM
225
Princeton Global Asset Management
New Jersey
$2.04M