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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
PS
401
Planned Solutions
California
$618K -$5.62K -231 -0.9%
AFA
402
Amicus Financial Advisors
Texas
$613K -$316 -13 -0.1%
BWM
403
BCS Wealth Management
Tennessee
$612K -$614K -25,213 -50%
KF
404
Krilogy Financial
Missouri
$602K -$645K -26,506 -52%
LOWM
405
Laurel Oak Wealth Management
New Jersey
$594K -$28.9K -1,189 -5%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$261K +10,740 +78%
SCA
407
Snowden Capital Advisors
New York
$591K +$593K +24,365 New
PPF
408
Pacific Park Financial
California
$589K +$157K +6,434 +36%
SWP
409
Sagespring Wealth Partners
Tennessee
$576K +$3.72K +153 +0.6%
CPIG
410
Chicago Partners Investment Group
Illinois
$575K +$1.61K +66 +0.3%
BF
411
Brucke Financial
Indiana
$572K +$62.7K +2,577 +12%
JIC
412
Johnson Investment Counsel
Ohio
$570K +$572K +23,498 New
MA
413
MONECO Advisors
Connecticut
$565K +$567K +23,298 New
ASN
414
Advisory Services Network
Georgia
$563K +$285K +11,718 +102%
ONB
415
Old National Bancorp
Indiana
$560K +$7.96K +327 +1%
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$549K +$104K +4,269 +23%
HA
417
HC Advisors
Georgia
$546K +$69.3K +2,845 +14%
Citigroup
418
Citigroup
New York
$545K -$5.15M -211,671 -90%
P
419
&Partners
Tennessee
$542K +$282K +11,601 +105%
VWA
420
VSM Wealth Advisory
Maryland
$540K +$24 +1 +0%
UFA
421
Unify Financial Advisors
Florida
$535K +$13.9K +571 +3%
TWM
422
Tradition Wealth Management
Minnesota
$523K -$110K -4,505 -17%
NCM
423
Nelson Capital Management
California
$518K -$36.8K -1,512 -7%
BWM
424
Blossom Wealth Management
California
$508K +$15.7K +643 +3%
CA
425
Calton & Associates
Florida
$508K -$864K -35,481 -63%