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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
MIM
26
Morningstar Investment Management
Illinois
$39.2M -$2.76M -113,181 -7%
SGAM
27
Stephens Group Asset Management
Arkansas
$37.5M -$13M -533,280 -26%
WA
28
Waverly Advisors
Alabama
$36.9M +$15.7M +643,713 +73%
DC
29
Davenport & Co
Virginia
$36.2M -$5.78M -237,574 -14%
WJA
30
Willis Johnson & Associates
Texas
$35.4M +$2.4M +98,635 +7%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$34M -$904K -37,144 -3%
AFS
32
Access Financial Services
Minnesota
$33.6M +$53.8K +2,210 +0.2%
MCM
33
MAI Capital Management
Ohio
$33.1M +$2.48M +102,019 +8%
LIM
34
Leavell Investment Management
Alabama
$33.1M +$1.94M +79,514 +6%
BCP
35
Blackhawk Capital Partners
Wisconsin
$30.1M +$30.2M +1,241,367 New
PCM
36
Passive Capital Management
Maryland
$30M +$1.66M +68,149 +6%
KIM
37
Kestra Investment Management
Texas
$29.3M +$29.4M +1,208,324 New
UCMOK
38
United Capital Management of KS
Kansas
$28.5M +$1.11M +45,606 +4%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$27.8M +$7.21M +296,365 +35%
CST
40
Charles Schwab Trust
Nevada
$26.7M +$1.57M +64,464 +6%
AWM
41
Avior Wealth Management
Nebraska
$25.7M +$1.81M +74,310 +8%
HF
42
Holcombe Financial
Georgia
$25M +$1.7M +69,726 +7%
MWC
43
MBM Wealth Consultants
Missouri
$23.4M +$1.54M +63,131 +7%
GGS
44
Galvin Gaustad & Stein
Arizona
$21.5M +$104K +4,262 +0.5%
JAG
45
Journey Advisory Group
Kentucky
$20.9M +$1.57M +64,548 +8%
CMP
46
Courage Miller Partners
Virginia
$19.9M +$620K +25,466 +3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$19.5M -$6.07M -249,561 -24%
RWB
48
RMR Wealth Builders
New Jersey
$19.3M +$3.4M +139,553 +21%
NG
49
Novem Group
New York
$19.2M +$805K +33,051 +4%
AF
50
Advisornet Financial
Minnesota
$18.9M -$247K -10,137 -1%