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Schwab Short-Term US Treasury ETF

693 hedge funds and large institutions have $7.78B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 296 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 239

1% more funds holding

Funds holding: 683693 (+10)

3% less capital invested

Capital invested by funds: $8.01B → $7.78B (-$230M)

2.42% less ownership

Funds ownership: 67.57%65.15% (-2.4%)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
693
Holders Change
+10
Holders Change %
+1.46%
% of All Funds
8.54%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
76
Increased
296
Reduced
239
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
226
Triad Wealth Partners
Kansas
$2.47M -$7.39M -303,604 -75%
SSWM
227
Sheets Smith Wealth Management
North Carolina
$2.44M -$382K -15,712 -14%
CIC
228
Carnegie Investment Counsel
Ohio
$2.41M +$79.5K +3,266 +3%
HI
229
Harbour Investments
Wisconsin
$2.41M -$643K -26,421 -21%
PGAM
230
Princeton Global Asset Management
New Jersey
$2.24M +$209K +8,593 +10%
OFS
231
OneAscent Financial Services
Alabama
$2.23M +$426K +17,507 +24%
CFD
232
Creative Financial Designs
Indiana
$2.19M +$48.7K +2,002 +2%
MFG
233
Mainsail Financial Group
Washington
$2.12M -$40.4K -1,658 -2%
BH
234
Burk Holdings
Oklahoma
$2.09M +$344K +14,113 +20%
PWM
235
Pines Wealth Management
North Carolina
$2.06M +$605K +24,835 +41%
BOM
236
Bank of Marin
California
$2.05M +$84.1K +3,455 +4%
BAMG
237
Brand Asset Management Group
Missouri
$2.05M -$231K -9,497 -10%
DG
238
DMC Group
Alabama
$2.04M +$25.3K +1,039 +1%
LWA
239
Lantern Wealth Advisors
New York
$2.04M -$47K -1,931 -2%
FFG
240
First Financial Group
North Carolina
$2.03M -$101K -4,130 -5%
Corient Private Wealth
241
Corient Private Wealth
Florida
$2.03M +$235K +9,668 +13%
AAS
242
Ameritas Advisory Services
Nebraska
$2.01M -$221K -9,088 -10%
Citadel Advisors
243
Citadel Advisors
Florida
$2M +$1.43M +58,709 +248%
W
244
WorthPointe
California
$1.99M -$1.42M -58,258 -42%
Goldman Sachs
245
Goldman Sachs
New York
$1.96M -$8.03K -330 -0.4%
PAI
246
Pittenger & Anderson Inc
Nebraska
$1.95M +$690K +28,349 +54%
JWS
247
Juncture Wealth Strategies
Arizona
$1.92M -$49.7K -2,041 -3%
AHC
248
Anderson Hoagland & Co
Missouri
$1.9M +$96K +3,944 +5%
VT
249
Vise Technologies
New York
$1.9M
WCFA
250
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$43.2K +1,775 +2%