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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
DG
251
DMC Group
Alabama
$1.92M -$112K -4,622 -5%
VT
252
Vise Technologies
New York
$1.91M +$22.2K +920 +1%
CWM
253
Centurion Wealth Management
Virginia
$1.89M +$115K +4,755 +6%
JWS
254
Juncture Wealth Strategies
Arizona
$1.86M -$50.8K -2,100 -3%
WCFA
255
Walkner Condon Financial Advisors
Wisconsin
$1.8M -$56.1K -2,322 -3%
MHFA
256
Mission Hills Financial Advisory
California
$1.8M +$318K +13,147 +21%
RFPS
257
Reality Financial Planning Services
Florida
$1.78M +$167K +6,889 +10%
DWM
258
Dakota Wealth Management
Florida
$1.76M -$1.29M -53,313 -42%
I
259
INVST
Indiana
$1.74M +$1.74M +71,991 New
NHT
260
New Hampshire Trust
New Hampshire
$1.73M +$231K +9,553 +15%
DT
261
Diversified Trust
Tennessee
$1.71M +$15.5K +640 +0.9%
IWB
262
Innovative Wealth Building
Maryland
$1.69M -$34.2K -1,414 -2%
P
263
&Partners
Tennessee
$1.67M +$1.13M +46,592 +206%
VFG
264
Valley Financial Group
Pennsylvania
$1.65M -$99.2K -4,104 -6%
SAI
265
Savvy Advisors Inc
New York
$1.64M +$127K +5,274 +8%
EWA
266
ERTS Wealth Advisors
Michigan
$1.64M -$25K -1,033 -2%
GCG
267
Gilbert Capital Group
Maine
$1.64M -$974K -40,286 -37%
IA
268
Inspire Advisors
Idaho
$1.61M +$56.4K +2,334 +4%
TFG
269
Team Financial Group
California
$1.58M +$10.2K +421 +0.6%
DIA
270
Dean Investment Associates
Ohio
$1.54M -$99.8K -4,128 -6%
FPAS
271
Focus Partners Advisor Solutions
Missouri
$1.53M +$22K +910 +1%
JIC
272
Joel Isaacson & Co
New York
$1.51M +$77.6K +3,210 +5%
SAM
273
Sherman Asset Management
California
$1.49M +$287K +11,879 +24%
EFG
274
Everhart Financial Group
Ohio
$1.46M +$1.46M +60,549 New
OFS
275
Opus Financial Solutions
Illinois
$1.43M -$353K -14,608 -20%

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.