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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
FAFN
426
First Affirmative Financial Network
Colorado
$505K +$506K +20,800 New
RCS
427
Retirement Capital Strategies
California
$502K
BCM
428
Birmingham Capital Management
Alabama
$500K -$536K -22,000 -52%
DE
429
Diversified Enterprises
Delaware
$496K -$193K -7,927 -28%
CA
430
Clearstead Advisors
Ohio
$492K +$40.6K +1,669 +9%
LOPW
431
Live Oak Private Wealth
North Carolina
$487K -$69.9K -2,872 -13%
RW
432
REDW Wealth
New Mexico
$484K
AI
433
Atria Investments
North Carolina
$482K -$251K -10,324 -34%
ARC
434
Advisor Resource Council
Texas
$480K +$83.2K +3,418 +21%
EV
435
EJMK Ventures
Illinois
$480K -$167K -6,866 -26%
Financial Engines Advisors
436
Financial Engines Advisors
California
$471K -$87.3K -3,586 -16%
JCM
437
Jacobi Capital Management
Pennsylvania
$470K +$3.04K +125 +0.6%
BCI
438
Brinker Capital Investments
Pennsylvania
$469K -$1.18M -48,440 -72%
PWM
439
Perigon Wealth Management
California
$465K -$188K -7,729 -29%
BFA
440
Bragg Financial Advisors
North Carolina
$460K +$5.01K +206 +1%
SWP
441
Stratos Wealth Partners
Ohio
$460K -$129K -5,307 -22%
KPP
442
Kings Path Partners
Texas
$458K
IWN
443
Independent Wealth Network
Iowa
$458K -$7.11K -292 -2%
SRCM
444
Signature Resources Capital Management
California
$457K +$39.8K +1,636 +10%
1IA
445
1620 Investment Advisors
Massachusetts
$456K
AFA
446
Avant Financial Advisors
Texas
$455K
MCM
447
Mainstream Capital Management
California
$451K -$949 -39 -0.2%
LK
448
Lumbard & Kellner
New Hampshire
$450K -$400K -16,434 -47%
Natixis Advisors
449
Natixis Advisors
Massachusetts
$446K -$21.1K -868 -5%
TA
450
Tactive Advisors
Florida
$443K +$11.8K +484 +3%