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Schwab Short-Term US Treasury ETF

719 hedge funds and large institutions have $8.38B invested in Schwab Short-Term US Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 320 increasing their positions, 224 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

43% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 224

8% more capital invested

Capital invested by funds: $7.78B → $8.38B (+$596M)

3% more funds holding

Funds holding: 696719 (+23)

1.22% more ownership

Funds ownership: 65.16%66.38% (+1.2%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

Holders
719
Holders Change
+23
Holders Change %
+3.3%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.62%
New
93
Increased
320
Reduced
224
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$2.37M -$22.7K -941 -0.9%
MWM
227
Maridea Wealth Management
New York
$2.35M +$2.36M +97,528 New
TWM
228
Tanglewood Wealth Management
Texas
$2.35M +$2.36M +97,461 New
CIA
229
Capital Investment Advisors
Georgia
$2.34M +$519K +21,461 +28%
SFA
230
Sequoia Financial Advisors
Ohio
$2.34M +$1.69M +69,833 +257%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$2.32M -$266K -11,025 -10%
OFS
232
OneAscent Financial Services
Alabama
$2.31M +$86.8K +3,592 +4%
PAI
233
Pittenger & Anderson Inc
Nebraska
$2.26M +$315K +13,025 +16%
CBA
234
Coastal Bridge Advisors
Connecticut
$2.19M +$1.16M +48,134 +113%
VA
235
Valmark Advisers
Ohio
$2.19M -$322K -13,322 -13%
BOM
236
Bank of Marin
California
$2.16M +$118K +4,883 +6%
PWM
237
Pines Wealth Management
North Carolina
$2.15M +$99.9K +4,135 +5%
FFG
238
First Financial Group
North Carolina
$2.13M +$109K +4,525 +5%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$2.11M -$318K -13,154 -13%
GRP
240
Global Retirement Partners
California
$2.1M +$2.1M +86,863 New
IA
241
IFP Advisors
Florida
$2.05M +$217K +8,959 +12%
MMA
242
Miracle Mile Advisors
California
$2.04M +$2.04M +84,325 New
BIM
243
Breakwater Investment Management
Washington
$2.03M -$767K -31,720 -27%
LWA
244
Lantern Wealth Advisors
New York
$2.03M -$1.62K -67 -0.1%
BAMG
245
Brand Asset Management Group
Missouri
$2M -$40K -1,653 -2%
CFGSD
246
Compass Financial Group (South Dakota)
South Dakota
$1.99M +$357K +14,767 +22%
SPF
247
South Plains Financial
Texas
$1.98M +$1.08M +44,667 +119%
EF
248
Elite Financial
Idaho
$1.95M -$608K -25,160 -24%
UI
249
Unconventional Investor
New Hampshire
$1.94M +$1.95M +80,534 New
EWA
250
EP Wealth Advisors
California
$1.94M +$423K +17,518 +28%

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2026, worth a combined $8.38B — up 7.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHO positions and 53 closed out — a net gain of 40 holders — while 320 added to existing stakes and 224 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $135M. The largest seller was State Street, exiting entirely with an estimated $75.2M sold.

  • 719 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2026, up from 696 in Q1 2026.
  • Funds reported $8.38B of Schwab Short-Term US Treasury ETF stock for Q2 2026, up 7.7% quarter-over-quarter.
  • 93 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2026 and 53 closed out, a net change of +40 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $135M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q2 2026 was State Street, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2026.