We are live on ! Find out more
SCHO icon

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
TIM
251
Tortoise Investment Management
New York
$1.85M
CIA
252
Capital Investment Advisors
Georgia
$1.84M
TLFA
253
True Link Financial Advisors
California
$1.83M
OFS
254
Opus Financial Solutions
Illinois
$1.79M
CWM
255
Centurion Wealth Management
Virginia
$1.78M
VFG
256
Valley Financial Group
Pennsylvania
$1.76M
IWB
257
Innovative Wealth Building
Maryland
$1.74M
BRIA
258
Balanced Rock Investment Advisors
Massachusetts
$1.73M
DT
259
Diversified Trust
Tennessee
$1.7M
EWA
260
ERTS Wealth Advisors
Michigan
$1.67M
GCM
261
Gambit Capital Management
Tennessee
$1.67M
DIA
262
Dean Investment Associates
Ohio
$1.65M
CFGSD
263
Compass Financial Group (South Dakota)
South Dakota
$1.64M
RFPS
264
Reality Financial Planning Services
Florida
$1.62M
TFG
265
Team Financial Group
California
$1.57M
IA
266
Inspire Advisors
Idaho
$1.56M
WWM
267
Western Wealth Management
Colorado
$1.55M
EWA
268
EP Wealth Advisors
California
$1.53M
SAI
269
Savvy Advisors Inc
New York
$1.52M
FPAS
270
Focus Partners Advisor Solutions
Missouri
$1.51M
NHT
271
New Hampshire Trust
New Hampshire
$1.51M
MFG
272
Mendota Financial Group
Wisconsin
$1.51M
MHFA
273
Mission Hills Financial Advisory
California
$1.49M
UAG
274
United Advisor Group
Ohio
$1.48M
WANY
275
Wealthspire Advisors (New York)
New York
$1.48M