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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
RIA
401
Regal Investment Advisors
Michigan
$656K +$657K +27,189 New
LOWM
402
Laurel Oak Wealth Management
New Jersey
$655K +$64.2K +2,657 +11%
AT
403
Adelphi Trust
Florida
$648K +$287K +11,874 +79%
PS
404
Planned Solutions
California
$631K +$16.2K +670 +3%
HCP
405
Hexagon Capital Partners
Arkansas
$624K -$38.9K -1,611 -6%
NFW
406
Noble Family Wealth
Florida
$622K
AWM
407
Axxcess Wealth Management
California
$620K +$621K +25,684 New
OIA
408
OneDigital Investment Advisors
Kansas
$619K -$47K -1,946 -7%
BF
409
Brucke Financial
Indiana
$617K +$47.4K +1,962 +8%
MWM
410
Mission Wealth Management
California
$609K -$82.4K -3,409 -12%
Citigroup
411
Citigroup
New York
$607K +$64.9K +2,685 +12%
AQR Capital Management
412
AQR Capital Management
Connecticut
$606K -$338K -13,994 -36%
JIC
413
Johnson Investment Counsel
Ohio
$606K +$38.7K +1,601 +7%
MSFS
414
Main Street Financial Solutions
Pennsylvania
$606K +$48 +2 +0%
TF
415
Trek Financial
Arizona
$601K +$185K +7,636 +44%
BWM
416
BCS Wealth Management
Tennessee
$598K -$10.9K -453 -2%
TSW
417
Three Seasons Wealth
Utah
$597K -$21.2K -876 -3%
MA
418
MONECO Advisors
Connecticut
$596K +$33.3K +1,376 +6%
SC
419
Sapient Capital
Indiana
$592K +$593K +24,539 New
NCM
420
Nelson Capital Management
California
$590K +$74.7K +3,089 +14%
KF
421
Krilogy Financial
Missouri
$585K -$14.5K -600 -2%
EP
422
Edgestream Partners
New Jersey
$578K +$579K +23,935 New
TL
423
Tradewinds LLC
North Carolina
$576K -$78K -3,228 -31%
HA
424
HC Advisors
Georgia
$572K +$29.1K +1,205 +5%
SFG
425
Stonebridge Financial Group
California
$571K +$572K +23,679 New

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,273 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.