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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
8.53%
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
HSA
376
HBK Sorce Advisory
Pennsylvania
$705K +$18.8K +774 +3%
PPW
377
Pasadena Private Wealth
California
$702K -$20.5K -842 -3%
SOS
378
Silver Oak Securities
Tennessee
$701K -$13.7K -564 -2%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$700K +$689K +28,319 +5,244%
MWM
380
Mission Wealth Management
California
$695K -$905K -37,196 -57%
TCM
381
Traub Capital Management
Massachusetts
$689K -$365 -15 -0.1%
SW
382
Simplicity Wealth
New Jersey
$683K -$165K -6,775 -19%
SI
383
Stonekeep Investments
New Mexico
$677K +$154K +6,326 +29%
VA
384
Vident Advisory
Georgia
$671K -$414K -16,999 -38%
HIC
385
Hartline Investment Corp
Illinois
$671K +$99.8K +4,100 +17%
OIA
386
OneDigital Investment Advisors
Kansas
$669K +$4.41K +181 +0.7%
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$667K -$15.6K -639 -2%
HCP
388
Hexagon Capital Partners
Arkansas
$667K -$26K -1,070 -4%
SA
389
Sanctuary Advisors
Indiana
$663K +$135K +5,558 +26%
SFA
390
Sequoia Financial Advisors
Ohio
$659K -$131K -5,368 -17%
SIG
391
Spinnaker Investment Group
California
$658K -$42.6K -1,749 -6%
IFG
392
Independent Financial Group
California
$658K +$29.6K +1,216 +5%
SA
393
Stewardship Advisors
Pennsylvania
$654K +$31.8K +1,308 +5%
FFA
394
Florida Financial Advisors
Florida
$649K +$38.5K +1,580 +6%
KAS
395
Kestra Advisory Services
Texas
$647K -$427K -17,549 -40%
WFS
396
Weitzel Financial Services
Iowa
$633K -$5.38K -221 -0.8%
SCM
397
SCS Capital Management
Massachusetts
$630K -$33.5M -1,376,942 -98%
NFW
398
Noble Family Wealth
Florida
$626K -$1.68K -69 -0.3%
TSW
399
Three Seasons Wealth
Utah
$622K +$623K +25,609 New
AWM
400
Accurate Wealth Management
Florida
$620K -$285K -11,710 -31%