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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
MAS
351
Madden Advisory Services
Florida
$829K +$143K +5,894 +21%
Betterment LLC
352
Betterment LLC
New York
$829K +$628K +25,802 +308%
CAMG
353
CWA Asset Management Group
Florida
$828K +$831K +34,135 New
EWM
354
Elmwood Wealth Management
California
$825K -$97.4K -4,000 -11%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$808K -$28.6K -1,173 -3%
FT
356
Fiduciary Trust
Massachusetts
$796K -$128K -5,276 -14%
CA
357
Cambridge Advisors
Nebraska
$795K
RF
358
Rossby Financial
Florida
$788K +$791K +32,512 +50,800%
UCFA
359
United Capital Financial Advisors
Texas
$783K -$25.5K -1,048 -3%
CFO
360
CVA Family Office
Colorado
$777K +$492K +20,200 +171%
GC
361
Granville Capital
North Carolina
$777K +$13K +534 +2%
SFM
362
Signet Financial Management
New Jersey
$774K +$486K +19,949 +167%
LJAC
363
L.J. Altfest & Co
New York
$764K +$28K +1,152 +4%
Koshinski Asset Management
364
Koshinski Asset Management
Illinois
$761K -$314K -12,919 -29%
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
$756K +$758K +31,157 New
PAS
366
Park Avenue Securities
New York
$756K +$270K +11,098 +55%
GTAM
367
Global Trust Asset Management
Florida
$750K -$2.43K -100 -0.3%
TAM
368
Titleist Asset Management
Texas
$747K +$298K +12,225 +66%
BSTWA
369
Blake Schutter Theil Wealth Advisors
Ohio
$738K -$146K -5,991 -16%
LKBC
370
L.K. Benson & Company
Maryland
$729K +$3.7K +152 +0.5%
CIC
371
Chilton Investment Company
Connecticut
$726K
AWMM
372
Aegis Wealth Management (Maryland)
Maryland
$717K -$2.24K -92 -0.3%
FCB
373
First County Bank
Connecticut
$712K +$325K +13,349 +84%
UB
374
UMB Bank
Missouri
$707K -$89.3K -3,667 -11%
SFA
375
Seneca Financial Advisors
New York
$707K -$62.3K -2,558 -8%