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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
CWM
251
Centurion Wealth Management
Virginia
$1.78M
VFG
252
Valley Financial Group
Pennsylvania
$1.76M
IWB
253
Innovative Wealth Building
Maryland
$1.74M
BRIA
254
Balanced Rock Investment Advisors
Massachusetts
$1.73M
DT
255
Diversified Trust
Tennessee
$1.7M
EWA
256
ERTS Wealth Advisors
Michigan
$1.67M
GCM
257
Gambit Capital Management
Tennessee
$1.67M
DIA
258
Dean Investment Associates
Ohio
$1.65M
CFGSD
259
Compass Financial Group (South Dakota)
South Dakota
$1.64M
RFPS
260
Reality Financial Planning Services
Florida
$1.62M
TFG
261
Team Financial Group
California
$1.57M
IA
262
Inspire Advisors
Idaho
$1.56M
WWM
263
Western Wealth Management
Colorado
$1.55M
EWA
264
EP Wealth Advisors
California
$1.53M
SAI
265
Savvy Advisors Inc
New York
$1.52M
FPAS
266
Focus Partners Advisor Solutions
Missouri
$1.51M
NHT
267
New Hampshire Trust
New Hampshire
$1.51M
MFG
268
Mendota Financial Group
Wisconsin
$1.51M
MHFA
269
Mission Hills Financial Advisory
California
$1.49M
UAG
270
United Advisor Group
Ohio
$1.48M
WANY
271
Wealthspire Advisors (New York)
New York
$1.48M
JIC
272
Joel Isaacson & Co
New York
$1.44M
MWM
273
MBE Wealth Management
Wisconsin
$1.44M
BFA
274
Beacon Financial Advisory
Ohio
$1.43M
ATI
275
ARK & TLK Investments
Oklahoma
$1.41M