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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
WANY
276
Wealthspire Advisors (New York)
New York
$1.48M +$28.9K +1,186 +2%
JIC
277
Joel Isaacson & Co
New York
$1.44M +$1.45M +59,441 New
MWM
278
MBE Wealth Management
Wisconsin
$1.44M -$382K -15,675 -21%
BFA
279
Beacon Financial Advisory
Ohio
$1.43M -$55.7K -2,289 -4%
ATI
280
ARK & TLK Investments
Oklahoma
$1.41M -$2.82K -116 -0.2%
GWWM
281
Great Waters Wealth Management
Minnesota
$1.41M -$21K -863 -1%
SIP
282
Sellwood Investment Partners
Oregon
$1.41M +$215K +8,841 +18%
NFG
283
Nations Financial Group
Iowa
$1.38M +$160K +6,580 +13%
SF
284
Seek First
California
$1.33M -$13.7K -563 -1%
BFG
285
Bleakley Financial Group
New Jersey
$1.33M +$9.62K +395 +0.7%
HAG
286
HighPoint Advisor Group
Illinois
$1.33M +$97.8K +4,019 +8%
EWA
287
EverSource Wealth Advisors
Alabama
$1.28M -$119K -4,876 -8%
TI
288
Tidal Investments
Wisconsin
$1.25M +$1.25M +51,387 New
EFG
289
Ethos Financial Group
Pennsylvania
$1.24M +$92.6K +3,805 +8%
SIA
290
Sage Investment Advisers
New York
$1.24M -$1.01M -41,429 -45%
VC
291
Veery Capital
Delaware
$1.23M +$23.4K +963 +2%
AWMG
292
Alliance Wealth Management Group
New Jersey
$1.22M +$7.72K +317 +0.6%
TCM
293
Towercrest Capital Management
Pennsylvania
$1.22M +$7.72K +317 +0.6%
OFA
294
Orographic Financial Advisors
Colorado
$1.21M +$1.22M +49,946 New
SAM
295
Sherman Asset Management
California
$1.21M +$243K +9,978 +25%
FVWA
296
Foster Victor Wealth Advisors
South Carolina
$1.2M -$60.5K -2,484 -5%
CIR
297
Clear Investment Research
Georgia
$1.19M -$78.4K -3,220 -6%
TWP
298
Tempus Wealth Planning
California
$1.19M +$116K +4,746 +11%
SWA
299
Sightline Wealth Advisors
Connecticut
$1.18M -$252K -10,351 -18%
AC
300
Avestar Capital
New York
$1.16M