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Schwab Short-Term US Treasury ETF

690 hedge funds and large institutions have $7.76B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
RCS
426
Retirement Capital Strategies
California
$502K
BCM
427
Birmingham Capital Management
Alabama
$500K
DE
428
Diversified Enterprises
Delaware
$496K
CA
429
Clearstead Advisors
Ohio
$492K
LOPW
430
Live Oak Private Wealth
North Carolina
$487K
RW
431
REDW Wealth
New Mexico
$484K
AI
432
Atria Investments
North Carolina
$482K
ARC
433
Advisor Resource Council
Texas
$480K
EV
434
EJMK Ventures
Illinois
$480K
Financial Engines Advisors
435
Financial Engines Advisors
California
$471K
JCM
436
Jacobi Capital Management
Pennsylvania
$470K
BCI
437
Brinker Capital Investments
Pennsylvania
$469K
PWM
438
Perigon Wealth Management
California
$465K
BFA
439
Bragg Financial Advisors
North Carolina
$460K
SWP
440
Stratos Wealth Partners
Ohio
$460K
IWN
441
Independent Wealth Network
Iowa
$458K
SRCM
442
Signature Resources Capital Management
California
$457K
1IA
443
1620 Investment Advisors
Massachusetts
$456K
AFA
444
Avant Financial Advisors
Texas
$455K
MCM
445
Mainstream Capital Management
California
$451K
LK
446
Lumbard & Kellner
New Hampshire
$450K
Natixis Advisors
447
Natixis Advisors
Massachusetts
$446K
TA
448
Tactive Advisors
Florida
$443K
SG
449
Somerset Group
Minnesota
$440K
B
450
Birchbrook
Maine
$436K