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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
SIP
276
Sellwood Investment Partners
Oregon
$1.42M +$22.8K +943 +2%
TLFA
277
True Link Financial Advisors
California
$1.42M -$395K -16,341 -22%
DFC
278
DBK Financial Counsel
Ohio
$1.42M -$1.11M -45,761 -44%
NFG
279
Nations Financial Group
Iowa
$1.41M +$40.2K +1,664 +3%
MWM
280
MBE Wealth Management
Wisconsin
$1.41M -$25.1K -1,040 -2%
ATI
281
ARK & TLK Investments
Oklahoma
$1.4M -$3.92K -162 -0.3%
MFG
282
Mendota Financial Group
Wisconsin
$1.38M -$118K -4,884 -8%
BHPW
283
Beverly Hills Private Wealth
California
$1.38M +$1.16M +47,893 +508%
BFA
284
Beacon Financial Advisory
Ohio
$1.38M -$37K -1,532 -3%
UAG
285
United Advisor Group
Ohio
$1.38M -$93.6K -3,872 -6%
WWM
286
Western Wealth Management
Colorado
$1.36M -$180K -7,431 -12%
GWWM
287
Great Waters Wealth Management
Minnesota
$1.34M -$67.6K -2,797 -5%
HWP
288
Highline Wealth Partners
California
$1.33M +$1.33M +55,189 New
CFM
289
Compass Financial Management
Florida
$1.32M +$1.32M +54,609 New
BDPWM
290
Barnes Dennig Private Wealth Management
Ohio
$1.31M +$287K +11,887 +28%
AIA
291
Aventus Investment Advisors
Florida
$1.3M -$1.56M -64,562 -54%
HAG
292
HighPoint Advisor Group
Illinois
$1.3M -$20K -826 -2%
TIM
293
Tortoise Investment Management
New York
$1.29M -$552K -22,848 -30%
TWP
294
Tempus Wealth Planning
California
$1.27M +$93.8K +3,881 +8%
SWM
295
SeaCrest Wealth Management
New York
$1.27M +$855K +35,360 +205%
SF
296
Seek First
California
$1.27M -$61.9K -2,559 -5%
Corient Private Wealth
297
Corient Private Wealth
Florida
$1.23M -$796K -32,928 -39%
BFG
298
Bleakley Financial Group
New Jersey
$1.23M -$95.4K -3,946 -7%
AWMG
299
Alliance Wealth Management Group
New Jersey
$1.22M +$5.32K +220 +0.4%
TCM
300
Towercrest Capital Management
Pennsylvania
$1.22M +$5.32K +220 +0.4%

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.