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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
AQR Capital Management
326
AQR Capital Management
Connecticut
$949K
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$949K
FA
328
Fortis Advisors
Pennsylvania
$944K
KWM
329
Kingsview Wealth Management
Oregon
$940K
SPL
330
Smart Portfolios LLC
Washington
$933K
MWM
331
McCartney Wealth Management
Missouri
$918K
SPF
332
South Plains Financial
Texas
$911K
FIC
333
Family Investment Center
Missouri
$898K
BC
334
BDFS Capital
Delaware
$897K
EWA
335
Exencial Wealth Advisors
Oklahoma
$891K
OCA
336
OpenArc Corporate Advisory
Georgia
$873K
BP
337
BNP Paribas
France
$871K
KCPG
338
Kavar Capital Partners Group
Kansas
$870K
MS
339
Madden Securities
Texas
$865K
AOWM
340
Asset One Wealth Management
Washington
$864K
DF
341
Downshift Financial
Colorado
$862K
TWM
342
Trevian Wealth Management
Massachusetts
$858K
VCWM
343
Vista Cima Wealth Management
Arizona
$853K
KCIC
344
Kuhn & Co Investment Counsel
Illinois
$852K
MAS
345
Madden Advisory Services
Florida
$829K
Betterment LLC
346
Betterment LLC
New York
$829K
CAMG
347
CWA Asset Management Group
Florida
$828K
EWM
348
Elmwood Wealth Management
California
$825K
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$808K
FT
350
Fiduciary Trust
Massachusetts
$796K