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Schwab Short-Term US Treasury ETF

690 hedge funds and large institutions have $7.76B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
SSWM
226
Sheets Smith Wealth Management
North Carolina
$2.44M
CIC
227
Carnegie Investment Counsel
Ohio
$2.41M
HI
228
Harbour Investments
Wisconsin
$2.41M
PGAM
229
Princeton Global Asset Management
New Jersey
$2.24M
OFS
230
OneAscent Financial Services
Alabama
$2.23M
CFD
231
Creative Financial Designs
Indiana
$2.19M
MFG
232
Mainsail Financial Group
Washington
$2.12M
BH
233
Burk Holdings
Oklahoma
$2.09M
PWM
234
Pines Wealth Management
North Carolina
$2.06M
BOM
235
Bank of Marin
California
$2.05M
BAMG
236
Brand Asset Management Group
Missouri
$2.05M
DG
237
DMC Group
Alabama
$2.04M
LWA
238
Lantern Wealth Advisors
New York
$2.04M
FFG
239
First Financial Group
North Carolina
$2.03M
Corient Private Wealth
240
Corient Private Wealth
Florida
$2.03M
AAS
241
Ameritas Advisory Services
Nebraska
$2.01M
Citadel Advisors
242
Citadel Advisors
Florida
$2M
W
243
WorthPointe
California
$1.99M
Goldman Sachs
244
Goldman Sachs
New York
$1.96M
PAI
245
Pittenger & Anderson Inc
Nebraska
$1.95M
JWS
246
Juncture Wealth Strategies
Arizona
$1.92M
AHC
247
Anderson Hoagland & Co
Missouri
$1.9M
VT
248
Vise Technologies
New York
$1.9M
WCFA
249
Walkner Condon Financial Advisors
Wisconsin
$1.87M
IA
250
IFP Advisors
Florida
$1.85M