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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
MIM
26
Morningstar Investment Management
Illinois
$39.2M
SGAM
27
Stephens Group Asset Management
Arkansas
$37.5M
WA
28
Waverly Advisors
Alabama
$36.9M
DC
29
Davenport & Co
Virginia
$36.2M
WJA
30
Willis Johnson & Associates
Texas
$35.4M
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$34M
AFS
32
Access Financial Services
Minnesota
$33.6M
MCM
33
MAI Capital Management
Ohio
$33.1M
LIM
34
Leavell Investment Management
Alabama
$33.1M
BCP
35
Blackhawk Capital Partners
Wisconsin
$30.1M
PCM
36
Passive Capital Management
Maryland
$30M
KIM
37
Kestra Investment Management
Texas
$29.3M
UCMOK
38
United Capital Management of KS
Kansas
$28.5M
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$27.8M
CST
40
Charles Schwab Trust
Nevada
$26.7M
AWM
41
Avior Wealth Management
Nebraska
$25.7M
HF
42
Holcombe Financial
Georgia
$25M
MWC
43
MBM Wealth Consultants
Missouri
$23.4M
GGS
44
Galvin Gaustad & Stein
Arizona
$21.5M
JAG
45
Journey Advisory Group
Kentucky
$20.9M
CMP
46
Courage Miller Partners
Virginia
$19.9M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$19.5M
RWB
48
RMR Wealth Builders
New Jersey
$19.3M
NG
49
Novem Group
New York
$19.2M
AF
50
Advisornet Financial
Minnesota
$18.9M