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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
TVAMP
301
Tennessee Valley Asset Management Partners
Tennessee
$1.16M +$64.1K +2,633 +6%
SAM
302
Smithbridge Asset Management
Pennsylvania
$1.16M -$1.34M -54,877 -53%
RW
303
Rede Wealth
Virginia
$1.16M +$236K +9,681 +26%
CFS
304
Coordinated Financial Services
Colorado
$1.15M +$117K +4,802 +11%
KF
305
K2 Financial
California
$1.15M -$132K -5,434 -10%
LAM
306
Lummis Asset Management
Texas
$1.14M -$120K -4,934 -10%
EAM
307
Evanson Asset Management
California
$1.14M +$43.6K +1,792 +4%
IAA
308
Independent Advisor Alliance
North Carolina
$1.13M +$1.13M +46,387 New
AW
309
Alteri Wealth
California
$1.12M -$155K -6,349 -12%
CP
310
Cumberland Partners
Ontario, Canada
$1.12M +$236K +9,702 +27%
EWM
311
Evermay Wealth Management
Virginia
$1.12M -$40.1K -1,649 -3%
MAS
312
MPWM Advisory Solutions
Georgia
$1.1M -$149K -6,134 -12%
BFWM
313
Bright Futures Wealth Management
New York
$1.1M -$55.4K -2,274 -5%
AWAG
314
ARS Wealth Advisors Group
Florida
$1.1M +$185K +7,594 +20%
GFP
315
Guardian Financial Partners
California
$1.1M +$77.4K +3,178 +8%
TCM
316
Twele Capital Management
Minnesota
$1.1M +$34.7K +1,427 +3%
WA
317
Win Advisors
Florida
$1.08M +$37.3K +1,531 +4%
PCWA
318
Pacific Capital Wealth Advisors
California
$1.07M
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$1.04M +$516K +21,178 +98%
CBA
320
Coastal Bridge Advisors
Connecticut
$1.03M +$217K +8,904 +26%
BDPWM
321
Barnes Dennig Private Wealth Management
Ohio
$1.03M -$161K -6,602 -13%
NRI
322
NFP Retirement Inc
California
$1.02M -$25K -1,029 -2%
DBRC
323
D.B. Root & Company
Pennsylvania
$1.01M +$166K +6,825 +20%
FCH
324
Freestone Capital Holdings
Washington
$1.01M -$303K -12,455 -23%
AFP
325
Ausdal Financial Partners
Iowa
$1.01M -$26.2K -1,075 -3%