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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
426
Atria Investments
North Carolina
$482K
ARC
427
Advisor Resource Council
Texas
$480K
EV
428
EJMK Ventures
Illinois
$480K
Financial Engines Advisors
429
Financial Engines Advisors
California
$471K
JCM
430
Jacobi Capital Management
Pennsylvania
$470K
BCI
431
Brinker Capital Investments
Pennsylvania
$469K
PWM
432
Perigon Wealth Management
California
$465K
BFA
433
Bragg Financial Advisors
North Carolina
$460K
SWP
434
Stratos Wealth Partners
Ohio
$460K
IWN
435
Independent Wealth Network
Iowa
$458K
SRCM
436
Signature Resources Capital Management
California
$457K
1IA
437
1620 Investment Advisors
Massachusetts
$456K
AFA
438
Avant Financial Advisors
Texas
$455K
MCM
439
Mainstream Capital Management
California
$451K
LK
440
Lumbard & Kellner
New Hampshire
$450K
Natixis Advisors
441
Natixis Advisors
Massachusetts
$446K
TA
442
Tactive Advisors
Florida
$443K
SG
443
Somerset Group
Minnesota
$440K
B
444
Birchbrook
Maine
$436K
SIAG
445
Signet Investment Advisory Group
Rhode Island
$433K
BCWM
446
Bartlett & Co Wealth Management
Ohio
$432K
SAW
447
Signal Advisors Wealth
Michigan
$426K
KGP
448
Keystone Global Partners
Colorado
$420K
TF
449
Trek Financial
Arizona
$418K
OBWG
450
Onyx Bridge Wealth Group
New York
$418K