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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
IA
251
IFP Advisors
Florida
$1.85M +$66K +2,713 +4%
TIM
252
Tortoise Investment Management
New York
$1.85M -$29.7K -1,221 -2%
CIA
253
Capital Investment Advisors
Georgia
$1.84M +$1.84M +75,635 New
TLFA
254
True Link Financial Advisors
California
$1.83M +$276K +11,349 +18%
OFS
255
Opus Financial Solutions
Illinois
$1.79M -$131K -5,388 -7%
CWM
256
Centurion Wealth Management
Virginia
$1.78M +$292K +12,000 +20%
VFG
257
Valley Financial Group
Pennsylvania
$1.76M -$147K -6,049 -8%
IWB
258
Innovative Wealth Building
Maryland
$1.74M -$228K -9,377 -12%
BRIA
259
Balanced Rock Investment Advisors
Massachusetts
$1.73M +$36.8K +1,513 +2%
DT
260
Diversified Trust
Tennessee
$1.7M +$10.8K +444 +0.6%
EWA
261
ERTS Wealth Advisors
Michigan
$1.67M -$3.21M -131,896 -66%
GCM
262
Gambit Capital Management
Tennessee
$1.67M +$1.67M +68,808 New
DIA
263
Dean Investment Associates
Ohio
$1.65M -$3.24M -132,958 -66%
CFGSD
264
Compass Financial Group (South Dakota)
South Dakota
$1.64M -$706 -29 -0%
RFPS
265
Reality Financial Planning Services
Florida
$1.62M +$203K +8,345 +14%
TFG
266
Team Financial Group
California
$1.57M +$650K +26,694 +70%
IA
267
Inspire Advisors
Idaho
$1.56M +$346K +14,214 +28%
WWM
268
Western Wealth Management
Colorado
$1.55M +$844K +34,676 +119%
EWA
269
EP Wealth Advisors
California
$1.53M -$36.7K -1,507 -2%
SAI
270
Savvy Advisors Inc
New York
$1.52M +$293K +12,033 +24%
FPAS
271
Focus Partners Advisor Solutions
Missouri
$1.51M +$804K +33,049 +113%
NHT
272
New Hampshire Trust
New Hampshire
$1.51M +$253K +10,382 +20%
MFG
273
Mendota Financial Group
Wisconsin
$1.51M -$18.7K -770 -1%
MHFA
274
Mission Hills Financial Advisory
California
$1.49M +$496K +20,386 +50%
UAG
275
United Advisor Group
Ohio
$1.48M -$164K -6,747 -10%