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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
JFG
326
JDM Financial Group
Texas
$1.01M -$439K -18,053 -30%
CIA
327
Concurrent Investment Advisors
Florida
$972K -$82.4K -3,384 -8%
MWM
328
Meridian Wealth Management
Kentucky
$968K +$754K +30,971 +347%
SPW
329
Stillwater Private Wealth
Pennsylvania
$962K +$965K +39,663 New
LF
330
LifePlan Financial
Minnesota
$959K -$29.4K -1,208 -3%
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$953K -$1.3M -53,366 -58%
AQR Capital Management
332
AQR Capital Management
Connecticut
$949K +$682K +28,032 +253%
HWAM
333
Hennion & Walsh Asset Management
New Jersey
$949K -$371K -15,239 -28%
FA
334
Fortis Advisors
Pennsylvania
$944K -$1.26M -51,944 -57%
KWM
335
Kingsview Wealth Management
Oregon
$940K -$52.1K -2,141 -5%
SPL
336
Smart Portfolios LLC
Washington
$933K
MWM
337
McCartney Wealth Management
Missouri
$918K +$24 +1 +0%
SPF
338
South Plains Financial
Texas
$911K +$51.1K +2,099 +6%
FIC
339
Family Investment Center
Missouri
$898K +$3.77K +155 +0.4%
BC
340
BDFS Capital
Delaware
$897K +$20.3K +832 +2%
EWA
341
Exencial Wealth Advisors
Oklahoma
$891K -$1.7K -70 -0.2%
OCA
342
OpenArc Corporate Advisory
Georgia
$873K -$374K -15,365 -30%
BP
343
BNP Paribas
France
$871K +$108K +4,418 +14%
KCPG
344
Kavar Capital Partners Group
Kansas
$870K +$872K +35,831 New
MS
345
Madden Securities
Texas
$865K +$1.87K +77 +0.2%
AOWM
346
Asset One Wealth Management
Washington
$864K -$80.7K -3,314 -9%
DF
347
Downshift Financial
Colorado
$862K +$90K +3,697 +12%
TWM
348
Trevian Wealth Management
Massachusetts
$858K -$1.04M -42,624 -55%
VCWM
349
Vista Cima Wealth Management
Arizona
$853K -$195K -8,027 -19%
KCIC
350
Kuhn & Co Investment Counsel
Illinois
$852K +$34.1K +1,402 +4%