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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
Bank of America
1
Bank of America
North Carolina
$2.99B +$93.5M +3,835,325 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$514M +$33.1M +1,357,429 +7%
Ameriprise
3
Ameriprise
Minnesota
$465M -$9.87M -404,783 -2%
SEI Investments
4
SEI Investments
Pennsylvania
$453M +$24.5M +1,003,826 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M +$17.2M +705,193 +10%
Stifel Financial
6
Stifel Financial
Missouri
$147M -$12.8M -526,835 -8%
Wealthfront Advisers
7
Wealthfront Advisers
California
$99.4M +$7.06M +289,578 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$94.5M +$2.76M +113,120 +3%
MFT
9
Moisand Fitzgerald Tamayo
Florida
$89.5M +$5.59M +229,449 +7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$77.5M +$10.6M +433,210 +16%
State Street
11
State Street
Massachusetts
$75.5M
MA
12
MCF Advisors
Kentucky
$66.1M +$2.69M +110,355 +4%
BSB
13
Bangor Savings Bank
Maine
$59.5M +$5.1M +209,266 +9%
Wells Fargo
14
Wells Fargo
California
$52.6M +$3.97M +162,785 +8%
Cerity Partners
15
Cerity Partners
New York
$51.4M -$16M -656,792 -24%
SGAM
16
Stephens Group Asset Management
Arkansas
$50.6M -$98.3K -4,033 -0.2%
LA
17
LVW Advisors
New York
$50.5M +$2.2M +90,232 +5%
FFG
18
Fiduciary Financial Group
California
$47.6M +$957K +39,268 +2%
TCM
19
TruNorth Capital Management
Michigan
$47.2M +$2.78M +114,013 +6%
MFG
20
Merit Financial Group
Georgia
$46M +$7.97M +327,024 +21%
DC
21
Davenport & Co
Virginia
$42.2M +$2.3M +94,477 +6%
LPL Financial
22
LPL Financial
California
$42.1M -$36.5M -1,497,729 -46%
MIM
23
Morningstar Investment Management
Illinois
$42.1M
FCA
24
FLC Capital Advisors
California
$39.7M +$2.53M +103,950 +7%
Morgan Stanley
25
Morgan Stanley
New York
$37.4M -$40.1M -1,644,350 -52%