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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
BRIA
326
Balanced Rock Investment Advisors
Massachusetts
$1.04M -$677K -28,010 -39%
RF
327
Rossby Financial
Florida
$1.02M +$238K +9,858 +30%
AFP
328
Ausdal Financial Partners
Iowa
$1.02M +$20.6K +854 +2%
FCH
329
Freestone Capital Holdings
Washington
$1.02M +$19.2K +795 +2%
NRI
330
NFP Retirement Inc
California
$1.01M -$121 -5 -0%
PGAM
331
Princeton Global Asset Management
New Jersey
$1.01M -$1.22M -50,570 -55%
GFP
332
Guardian Financial Partners
California
$998K -$95.5K -3,950 -9%
CW
333
CreativeOne Wealth
Kansas
$985K -$5.5M -227,680 -85%
MAS
334
Madden Advisory Services
Florida
$974K +$149K +6,184 +18%
MWM
335
Meridian Wealth Management
Kentucky
$971K +$7.59K +314 +0.8%
LF
336
LifePlan Financial
Minnesota
$966K +$12.5K +519 +1%
MS
337
Madden Securities
Texas
$961K +$100K +4,155 +12%
RWP
338
RWA Wealth Partners
Massachusetts
$953K +$955K +39,490 New
SFC
339
Sprinkle Financial Consultants
Colorado
$952K +$953K +39,434 New
Betterment LLC
340
Betterment LLC
New York
$948K +$124K +5,121 +15%
AWMM
341
Aegis Wealth Management (Maryland)
Maryland
$936K +$223K +9,227 +31%
EFG
342
Ethos Financial Group
Pennsylvania
$932K -$304K -12,583 -25%
DBRC
343
D.B. Root & Company
Pennsylvania
$925K -$78K -3,226 -8%
FIC
344
Family Investment Center
Missouri
$924K +$30.5K +1,260 +3%
IFG
345
Independent Financial Group
California
$919K +$265K +10,971 +40%
SPC
346
Sigma Planning Corp
Michigan
$917K +$918K +37,970 New
MWM
347
McCartney Wealth Management
Missouri
$902K -$11.2K -463 -1%
BC
348
BDFS Capital
Delaware
$901K +$9.26K +383 +1%
SEIA
349
Signature Estate & Investment Advisors
California
$892K +$533K +22,055 +148%
DWM
350
Diversify Wealth Management
Utah
$884K -$12M -497,626 -93%

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.