SCHO icon

Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
226
OneAscent Financial Services
Alabama
$2.23M
CFD
227
Creative Financial Designs
Indiana
$2.19M
MFG
228
Mainsail Financial Group
Washington
$2.12M
BH
229
Burk Holdings
Oklahoma
$2.09M
PWM
230
Pines Wealth Management
North Carolina
$2.06M
BOM
231
Bank of Marin
California
$2.05M
BAMG
232
Brand Asset Management Group
Missouri
$2.05M
DG
233
DMC Group
Alabama
$2.04M
LWA
234
Lantern Wealth Advisors
New York
$2.04M
FFG
235
First Financial Group
North Carolina
$2.03M
Corient Private Wealth
236
Corient Private Wealth
Florida
$2.03M
AAS
237
Ameritas Advisory Services
Nebraska
$2.01M
Citadel Advisors
238
Citadel Advisors
Florida
$2M
W
239
WorthPointe
California
$1.99M
Goldman Sachs
240
Goldman Sachs
New York
$1.96M
PAI
241
Pittenger & Anderson Inc
Nebraska
$1.95M
JWS
242
Juncture Wealth Strategies
Arizona
$1.92M
AHC
243
Anderson Hoagland & Co
Missouri
$1.9M
VT
244
Vise Technologies
New York
$1.9M
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$1.87M
IA
246
IFP Advisors
Florida
$1.85M
TIM
247
Tortoise Investment Management
New York
$1.85M
CIA
248
Capital Investment Advisors
Georgia
$1.84M
TLFA
249
True Link Financial Advisors
California
$1.83M
OFS
250
Opus Financial Solutions
Illinois
$1.79M