We are live on ! Find out more
SCHO icon

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
WANY
376
Wealthspire Advisors (New York)
New York
$764K -$707K -29,247 -48%
CIC
377
Chilton Investment Company
Connecticut
$762K +$40.1K +1,659 +6%
JFG
378
JDM Financial Group
Texas
$745K -$256K -10,606 -26%
SW
379
Simplicity Wealth
New Jersey
$739K +$59.8K +2,472 +9%
ASN
380
Advisory Services Network
Georgia
$734K +$174K +7,210 +31%
PFPG
381
Pinnacle Financial Partners (Georgia)
Georgia
$724K +$382K +15,784 +111%
BSTWA
382
Blake Schutter Theil Wealth Advisors
Ohio
$721K -$12.5K -517 -2%
AOWM
383
Asset One Wealth Management
Washington
$721K -$138K -5,720 -16%
SA
384
Stewardship Advisors
Pennsylvania
$716K +$65.5K +2,709 +10%
GTAM
385
Global Trust Asset Management
Florida
$715K -$31.4K -1,300 -4%
SWA
386
Sightline Wealth Advisors
Connecticut
$709K -$464K -19,189 -40%
APFP
387
Action Point Financial Planning
Michigan
$700K +$701K +29,007 New
PPW
388
Pasadena Private Wealth
California
$698K -$97 -4 -0%
LKBC
389
L.K. Benson & Company
Maryland
$693K -$31.9K -1,321 -4%
WFL
390
Wealth Forward LLC
North Dakota
$682K +$683K +28,265 New
TCM
391
Traub Capital Management
Massachusetts
$681K -$4.96K -205 -0.7%
HSA
392
HBK Sorce Advisory
Pennsylvania
$679K -$22.3K -921 -3%
TAM
393
Titleist Asset Management
Texas
$674K -$69.2K -2,863 -9%
SI
394
Stonekeep Investments
New Mexico
$673K -$604 -25 -0.1%
WFS
395
Weitzel Financial Services
Iowa
$672K +$42.9K +1,773 +7%
AAP
396
Arax Advisory Partners
Colorado
$669K +$456K +18,852 +213%
SCM
397
SCS Capital Management
Massachusetts
$668K +$42.2K +1,745 +7%
HIC
398
Hartline Investment Corp
Illinois
$667K
UB
399
UMB Bank
Missouri
$662K -$41.4K -1,713 -6%
Koshinski Asset Management
400
Koshinski Asset Management
Illinois
$659K -$98.1K -4,058 -13%

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.