We are live on ! Find out more
SCHO icon

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
SG
451
Somerset Group
Minnesota
$440K -$5.94K -244 -1%
B
452
Birchbrook
Maine
$436K -$779 -32 -0.2%
SIAG
453
Signet Investment Advisory Group
Rhode Island
$433K +$5.48K +225 +1%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$432K +$30.1K +1,235 +7%
SAW
455
Signal Advisors Wealth
Michigan
$426K +$427K +17,533 New
BHFP
456
Blom & Howell Financial Planning
California
$422K -$5.11K -210 -1%
KGP
457
Keystone Global Partners
Colorado
$420K
TF
458
Trek Financial
Arizona
$418K +$420K +17,240 New
OBWG
459
Onyx Bridge Wealth Group
New York
$418K
SWM
460
SeaCrest Wealth Management
New York
$418K -$56K -2,302 -12%
AssetMark Inc
461
AssetMark Inc
California
$416K -$6.31M -259,210 -94%
PSCM
462
Per Stirling Capital Management
Texas
$409K -$2.02K -83 -0.5%
NFS
463
NewCorp Financial Services
Georgia
$408K -$19.8K -812 -5%
LEFP
464
Leading Edge Financial Planning
Tennessee
$405K -$3.97K -163 -1%
CCM
465
Chilton Capital Management
Texas
$392K +$25.8K +1,060 +7%
PPWM
466
Perissos Private Wealth Management
Oklahoma
$384K +$385K +15,817 New
RFG
467
RFP Financial Group
Georgia
$383K +$385K +15,798 New
BAAM
468
Baker Avenue Asset Management
California
$382K
AWA
469
Arkadios Wealth Advisors
Georgia
$380K -$19.6K -806 -5%
DWM
470
Dopkins Wealth Management
New York
$379K
SPIA
471
Steward Partners Investment Advisory
New York
$378K -$149K -6,118 -28%
BAM
472
Belpointe Asset Management
Nevada
$373K -$131K -5,371 -26%
FCA
473
Fortis Capital Advisors
Kansas
$373K -$131K -5,371 -26%
DWA
474
Davis Wealth Advisors
New Hampshire
$370K +$32.7K +1,344 +10%
BCA
475
Bay Colony Advisors
Massachusetts
$367K -$470K -19,306 -56%