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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
LAM
301
Lummis Asset Management
Texas
$1.14M
EAM
302
Evanson Asset Management
California
$1.14M
IAA
303
Independent Advisor Alliance
North Carolina
$1.13M
AW
304
Alteri Wealth
California
$1.12M
CP
305
Cumberland Partners
Ontario, Canada
$1.12M
EWM
306
Evermay Wealth Management
Virginia
$1.12M
MAS
307
MPWM Advisory Solutions
Georgia
$1.1M
BFWM
308
Bright Futures Wealth Management
New York
$1.1M
AWAG
309
ARS Wealth Advisors Group
Florida
$1.1M
GFP
310
Guardian Financial Partners
California
$1.1M
TCM
311
Twele Capital Management
Minnesota
$1.1M
WA
312
Win Advisors
Florida
$1.08M
PCWA
313
Pacific Capital Wealth Advisors
California
$1.07M
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$1.04M
CBA
315
Coastal Bridge Advisors
Connecticut
$1.03M
BDPWM
316
Barnes Dennig Private Wealth Management
Ohio
$1.03M
NRI
317
NFP Retirement Inc
California
$1.02M
DBRC
318
D.B. Root & Company
Pennsylvania
$1.01M
FCH
319
Freestone Capital Holdings
Washington
$1.01M
AFP
320
Ausdal Financial Partners
Iowa
$1.01M
JFG
321
JDM Financial Group
Texas
$1.01M
CIA
322
Concurrent Investment Advisors
Florida
$972K
MWM
323
Meridian Wealth Management
Kentucky
$968K
LF
324
LifePlan Financial
Minnesota
$959K
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$953K