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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
SWP
451
Stratos Wealth Partners
Ohio
$467K +$9.38K +388 +2%
JCM
452
Jacobi Capital Management
Pennsylvania
$466K -$1.72K -71 -0.4%
SIG
453
Spinnaker Investment Group
California
$462K -$193K -7,968 -29%
VA
454
Vident Advisory
Georgia
$462K -$206K -8,533 -31%
Citadel Advisors
455
Citadel Advisors
Florida
$462K -$1.53M -63,232 -77%
BFA
456
Bragg Financial Advisors
North Carolina
$458K -$169 -7 -0%
1IA
457
1620 Investment Advisors
Massachusetts
$454K
AFA
458
Avant Financial Advisors
Texas
$452K
AssetMark Inc
459
AssetMark Inc
California
$449K +$35.8K +1,480 +9%
BCWM
460
Bartlett & Co Wealth Management
Ohio
$447K +$16.7K +691 +4%
B
461
Birchbrook
Maine
$444K +$10.8K +448 +2%
IWN
462
Independent Wealth Network
Iowa
$443K -$12.8K -530 -3%
MCM
463
Mainstream Capital Management
California
$443K -$6K -248 -1%
PPWM
464
Perissos Private Wealth Management
Oklahoma
$440K +$58.1K +2,403 +15%
SG
465
Somerset Group
Minnesota
$440K +$4.13K +171 +0.9%
GM
466
GeoWealth Management
Illinois
$437K +$169K +7,010 +63%
GI
467
Gradient Investments
Minnesota
$435K +$435K +18,000 New
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$432K -$265K -10,976 -38%
KGP
469
Keystone Global Partners
Colorado
$430K
Natixis Advisors
470
Natixis Advisors
Massachusetts
$428K -$15.6K -644 -4%
CA
471
Claro Advisors
Massachusetts
$421K +$421K +17,435 New
BHFP
472
Blom & Howell Financial Planning
California
$418K -$1.4K -58 -0.3%
OBWG
473
Onyx Bridge Wealth Group
New York
$416K
PSCM
474
Per Stirling Capital Management
Texas
$407K
SIAG
475
Signet Investment Advisory Group
Rhode Island
$406K -$24.8K -1,024 -6%

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,271 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.