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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
PCIA
201
Prime Capital Investment Advisors
Kansas
$2.74M
AAS
202
Asset Allocation Strategies
Michigan
$2.71M
IRP
203
Investment Research Partners
Pennsylvania
$2.71M
NWMG
204
National Wealth Management Group
Ohio
$2.68M
GCG
205
Gilbert Capital Group
Maine
$2.67M
EF
206
Elite Financial
Idaho
$2.66M
DFC
207
DBK Financial Counsel
Ohio
$2.59M
SAM
208
Smithbridge Asset Management
Pennsylvania
$2.5M
VCM
209
Versant Capital Management
Arizona
$2.47M
SP
210
Sherman Porfolios
Idaho
$2.36M
CIC
211
Carnegie Investment Counsel
Ohio
$2.34M
BAMG
212
Brand Asset Management Group
Missouri
$2.29M
XPN
213
XY Planning Network
Montana
$2.28M
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$2.26M
SIA
215
Sage Investment Advisers
New York
$2.25M
AAS
216
Ameritas Advisory Services
Nebraska
$2.24M
GI
217
GLOBALT Investments
Georgia
$2.23M
FA
218
Fortis Advisors
Pennsylvania
$2.21M
MFG
219
Mainsail Financial Group
Washington
$2.17M
CFD
220
Creative Financial Designs
Indiana
$2.15M
FFG
221
First Financial Group
North Carolina
$2.14M
LWA
222
Lantern Wealth Advisors
New York
$2.09M
GRP
223
Global Retirement Partners
California
$2.08M
PGAM
224
Princeton Global Asset Management
New Jersey
$2.04M
DG
225
DMC Group
Alabama
$2.03M