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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
CIA
326
Concurrent Investment Advisors
Florida
$972K
MWM
327
Meridian Wealth Management
Kentucky
$968K
SPW
328
Stillwater Private Wealth
Pennsylvania
$962K
LF
329
LifePlan Financial
Minnesota
$959K
Bank of Montreal
330
Bank of Montreal
Ontario, Canada
$953K
AQR Capital Management
331
AQR Capital Management
Connecticut
$949K
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$949K
FA
333
Fortis Advisors
Pennsylvania
$944K
KWM
334
Kingsview Wealth Management
Oregon
$940K
SPL
335
Smart Portfolios LLC
Washington
$933K
MWM
336
McCartney Wealth Management
Missouri
$918K
SPF
337
South Plains Financial
Texas
$911K
FIC
338
Family Investment Center
Missouri
$898K
BC
339
BDFS Capital
Delaware
$897K
EWA
340
Exencial Wealth Advisors
Oklahoma
$891K
OCA
341
OpenArc Corporate Advisory
Georgia
$873K
BP
342
BNP Paribas
France
$871K
KCPG
343
Kavar Capital Partners Group
Kansas
$870K
MS
344
Madden Securities
Texas
$865K
AOWM
345
Asset One Wealth Management
Washington
$864K
DF
346
Downshift Financial
Colorado
$862K
TWM
347
Trevian Wealth Management
Massachusetts
$858K
VCWM
348
Vista Cima Wealth Management
Arizona
$853K
KCIC
349
Kuhn & Co Investment Counsel
Illinois
$852K
MAS
350
Madden Advisory Services
Florida
$829K