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Schwab Short-Term US Treasury ETF

690 hedge funds and large institutions have $7.76B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
SAM
301
Smithbridge Asset Management
Pennsylvania
$1.16M
RW
302
Rede Wealth
Virginia
$1.16M
CFS
303
Coordinated Financial Services
Colorado
$1.15M
KF
304
K2 Financial
California
$1.15M
LAM
305
Lummis Asset Management
Texas
$1.14M
EAM
306
Evanson Asset Management
California
$1.14M
IAA
307
Independent Advisor Alliance
North Carolina
$1.13M
AW
308
Alteri Wealth
California
$1.12M
CP
309
Cumberland Partners
Ontario, Canada
$1.12M
EWM
310
Evermay Wealth Management
Virginia
$1.12M
MAS
311
MPWM Advisory Solutions
Georgia
$1.1M
BFWM
312
Bright Futures Wealth Management
New York
$1.1M
AWAG
313
ARS Wealth Advisors Group
Florida
$1.1M
GFP
314
Guardian Financial Partners
California
$1.1M
TCM
315
Twele Capital Management
Minnesota
$1.1M
WA
316
Win Advisors
Florida
$1.08M
PCWA
317
Pacific Capital Wealth Advisors
California
$1.07M
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$1.04M
CBA
319
Coastal Bridge Advisors
Connecticut
$1.03M
BDPWM
320
Barnes Dennig Private Wealth Management
Ohio
$1.03M
NRI
321
NFP Retirement Inc
California
$1.02M
DBRC
322
D.B. Root & Company
Pennsylvania
$1.01M
FCH
323
Freestone Capital Holdings
Washington
$1.01M
AFP
324
Ausdal Financial Partners
Iowa
$1.01M
JFG
325
JDM Financial Group
Texas
$1.01M