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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
SSWM
201
Sheets Smith Wealth Management
North Carolina
$2.83M -$365K -14,956 -11%
GLR
202
Great Lakes Retirement
Ohio
$2.83M +$127K +5,195 +5%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$2.83M +$68.8K +2,821 +2%
PRS
204
Pinkerton Retirement Specialists
Idaho
$2.82M +$39.4K +1,616 +1%
NFTC
205
North Forty Two & Co
Oregon
$2.82M -$69.6K -2,856 -2%
PCIA
206
Prime Capital Investment Advisors
Kansas
$2.74M +$1.31M +53,594 +91%
AAS
207
Asset Allocation Strategies
Michigan
$2.71M -$18.2K -746 -0.7%
IRP
208
Investment Research Partners
Pennsylvania
$2.71M -$69.7K -2,859 -3%
NWMG
209
National Wealth Management Group
Ohio
$2.68M +$526K +21,559 +24%
GCG
210
Gilbert Capital Group
Maine
$2.67M -$702K -28,775 -21%
EF
211
Elite Financial
Idaho
$2.66M -$76.1K -3,120 -3%
DFC
212
DBK Financial Counsel
Ohio
$2.59M -$19.8K -812 -0.8%
SAM
213
Smithbridge Asset Management
Pennsylvania
$2.5M +$494K +20,276 +25%
VCM
214
Versant Capital Management
Arizona
$2.47M +$667K +27,365 +37%
SP
215
Sherman Porfolios
Idaho
$2.36M +$2.36M +96,700 New
CIC
216
Carnegie Investment Counsel
Ohio
$2.34M +$2.1M +86,207 +879%
BAMG
217
Brand Asset Management Group
Missouri
$2.29M -$180K -7,384 -7%
XPN
218
XY Planning Network
Montana
$2.28M +$2.28M +93,634 New
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$2.26M -$15.4K -630 -0.7%
SIA
220
Sage Investment Advisers
New York
$2.25M +$2.26M +92,506 New
AAS
221
Ameritas Advisory Services
Nebraska
$2.24M +$2.22M +91,216 +12,775%
GI
222
GLOBALT Investments
Georgia
$2.23M -$72K -2,951 -3%
FA
223
Fortis Advisors
Pennsylvania
$2.21M -$47K -1,929 -2%
MFG
224
Mainsail Financial Group
Washington
$2.17M -$48.3K -1,980 -2%
CFD
225
Creative Financial Designs
Indiana
$2.15M +$163K +6,676 +8%