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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
8.7%
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
MPWT
26
MassMutual Private Wealth & Trust
Connecticut
$41M +$13.3M +551,336 +48%
WA
27
Waverly Advisors
Alabama
$40.6M +$3.89M +160,776 +11%
RWB
28
RMR Wealth Builders
New Jersey
$39.8M +$20.7M +854,354 +107%
DC
29
Davenport & Co
Virginia
$39.7M +$3.66M +151,358 +10%
MIM
30
Morningstar Investment Management
Illinois
$39.2M
SGAM
31
Stephens Group Asset Management
Arkansas
$38.9M +$1.65M +68,144 +4%
WJA
32
Willis Johnson & Associates
Texas
$38.9M +$3.7M +152,932 +10%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$38.3M +$18.9M +781,675 +97%
Cerity Partners
34
Cerity Partners
New York
$37.6M -$3.32M -137,165 -8%
MCM
35
MAI Capital Management
Ohio
$35.4M +$2.4M +99,423 +7%
LIM
36
Leavell Investment Management
Alabama
$34.3M +$1.36M +56,342 +4%
AFS
37
Access Financial Services
Minnesota
$33.8M +$380K +15,726 +1%
UCMOK
38
United Capital Management of KS
Kansas
$29.2M +$852K +35,237 +3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$28.6M -$5.17M -213,710 -15%
PCM
40
Passive Capital Management
Maryland
$28.4M -$1.65M -68,149 -6%
CST
41
Charles Schwab Trust
Nevada
$27.5M +$909K +37,603 +3%
MWC
42
MBM Wealth Consultants
Missouri
$26.8M +$3.57M +147,695 +15%
AWM
43
Avior Wealth Management
Nebraska
$26.2M +$618K +25,548 +2%
HF
44
Holcombe Financial
Georgia
$24.8M -$97.3K -4,027 -0.4%
GGS
45
Galvin Gaustad & Stein
Arizona
$23.3M +$1.89M +78,368 +9%
AA
46
Alesco Advisors
New York
$22.2M +$4.08M +168,779 +22%
SC
47
Savant Capital
Illinois
$21.9M +$10.9M +452,369 +100%
JAG
48
Journey Advisory Group
Kentucky
$21.7M +$993K +41,069 +5%
KIM
49
Kestra Investment Management
Texas
$21.5M -$7.66M -316,903 -26%
BA
50
Ballast Advisors
Minnesota
$21M +$21M +870,406 New

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,264 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.