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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
DAS
351
Diversify Advisory Services
Utah
$884K +$888K +36,740 New
DF
352
Downshift Financial
Colorado
$882K +$23.8K +984 +3%
KWM
353
Kingsview Wealth Management
Oregon
$880K -$55.7K -2,303 -6%
SIA
354
Sage Investment Advisers
New York
$878K -$355K -14,706 -29%
ATPW
355
Ashton Thomas Private Wealth
Arizona
$876K +$565K +23,361 +181%
UCFA
356
United Capital Financial Advisors
Texas
$869K +$90.5K +3,743 +12%
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$866K +$321K +13,264 +59%
KCIC
358
Kuhn & Co Investment Counsel
Illinois
$865K +$18.3K +757 +2%
SCA
359
Snowden Capital Advisors
New York
$865K +$277K +11,450 +47%
TWM
360
Trevian Wealth Management
Massachusetts
$858K +$4.28K +177 +0.5%
HWAM
361
Hennion & Walsh Asset Management
New Jersey
$851K -$92.9K -3,843 -10%
BCI
362
Brinker Capital Investments
Pennsylvania
$843K +$377K +15,607 +81%
FA
363
Fortis Advisors
Pennsylvania
$841K -$98.2K -4,064 -10%
CIA
364
Concurrent Investment Advisors
Florida
$830K -$137K -5,657 -14%
VCWM
365
Vista Cima Wealth Management
Arizona
$829K -$19.3K -799 -2%
EWM
366
Elmwood Wealth Management
California
$821K
GC
367
Granville Capital
North Carolina
$820K +$47.7K +1,974 +6%
LWMI
368
Legacy Wealth Management (Idaho)
Idaho
$817K +$818K +33,841 New
FT
369
Fiduciary Trust
Massachusetts
$791K
CA
370
Cambridge Advisors
Nebraska
$791K
LJAC
371
L.J. Altfest & Co
New York
$791K +$31K +1,284 +4%
PWP
372
Parkwoods Wealth Partners
New York
$777K +$778K +32,203 New
FCB
373
First County Bank
Connecticut
$774K +$65.7K +2,716 +9%
CFO
374
CVA Family Office
Colorado
$773K +$338 +14 +0%
CCFCSB
375
Cape Cod Five Cents Savings Bank
Massachusetts
$771K +$772K +31,936 New

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.