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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
VC
301
Veery Capital
Delaware
$1.21M -$17.9K -739 -1%
CIR
302
Clear Investment Research
Georgia
$1.2M +$9.09K +376 +0.8%
JWCA
303
J.W. Cole Advisors
Florida
$1.19M +$1.19M +49,340 New
TVAMP
304
Tennessee Valley Asset Management Partners
Tennessee
$1.19M +$36.6K +1,515 +3%
OFA
305
Orographic Financial Advisors
Colorado
$1.19M -$11.8K -490 -1%
AW
306
Alteri Wealth
California
$1.18M +$65.1K +2,694 +6%
BP
307
BNP Paribas
France
$1.17M +$303K +12,527 +35%
TI
308
Tidal Investments
Wisconsin
$1.17M -$73.1K -3,023 -6%
EWA
309
EverSource Wealth Advisors
Alabama
$1.15M -$126K -5,199 -10%
KF
310
K2 Financial
California
$1.14M -$2.9K -120 -0.3%
PCWA
311
Pacific Capital Wealth Advisors
California
$1.13M +$71.6K +2,961 +7%
W
312
WorthPointe
California
$1.12M -$856K -35,426 -43%
FVWA
313
Foster Victor Wealth Advisors
South Carolina
$1.12M -$74.6K -3,086 -6%
SAM
314
Smithbridge Asset Management
Pennsylvania
$1.11M -$40.2K -1,664 -3%
BFWM
315
Bright Futures Wealth Management
New York
$1.1M +$7.95K +329 +0.7%
EF
316
Evanson Financial
Virginia
$1.1M +$1.1M +45,541 New
AWAG
317
ARS Wealth Advisors Group
Florida
$1.1M
MAS
318
MPWM Advisory Solutions
Georgia
$1.09M -$7.37K -305 -0.7%
TCM
319
Twele Capital Management
Minnesota
$1.09M -$4.57K -189 -0.4%
MFG
320
Mainsail Financial Group
Washington
$1.09M -$1.03M -42,591 -49%
CP
321
Cumberland Partners
Ontario, Canada
$1.07M -$36.9K -1,525 -3%
LAM
322
Lummis Asset Management
Texas
$1.07M -$65.2K -2,699 -6%
KAS
323
Kestra Advisory Services
Texas
$1.06M +$419K +17,340 +65%
AC
324
Avestar Capital
New York
$1.06M -$96.7K -4,000 -8%
IAS
325
IMA Advisory Services
Colorado
$1.06M +$1.06M +43,711 New

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.