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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
LA
476
LexAurum Advisors
Kansas
$367K +$368K +15,115 New
MWM
477
Meadowbrook Wealth Management
New York
$364K +$365K +15,013 New
WB
478
WesBanco Bank
West Virginia
$364K +$153K +6,280 +72%
CCG
479
Ceeto Capital Group
Florida
$364K
AT
480
Adelphi Trust
Florida
$364K +$365K +14,990 New
SEIA
481
Signature Estate & Investment Advisors
California
$362K +$2.17K +89 +0.6%
AGP
482
Autumn Glory Partners
Texas
$361K +$158K +6,507 +78%
EA
483
Enclave Advisors
Texas
$360K -$35.2K -1,445 -9%
GCA
484
Genesee Capital Advisors
New York
$360K -$268 -11 -0.1%
WS
485
Wedbush Securities
California
$359K -$93.7K -3,850 -21%
VBFP
486
Valtinson Bruner Financial Planning
Minnesota
$359K -$7.25K -298 -2%
IWM
487
Immaculate Wealth Management
Arizona
$358K +$359K +14,750 New
NL
488
NWAM LLC
Washington
$358K +$24 +1 +0%
EAM
489
Empirical Asset Management
Massachusetts
$358K +$2.26K +93 +0.6%
Fidelity Investments
490
Fidelity Investments
Massachusetts
$353K +$113K +4,657 +47%
HCP
491
Hardin Capital Partners
South Carolina
$348K +$122 +5 +0%
CNWM
492
Clay Northam Wealth Management
California
$347K -$9.74K -400 -3%
PFPG
493
Pinnacle Financial Partners (Georgia)
Georgia
$345K
AWS
494
Arkfeld Wealth Strategies
Nebraska
$344K +$2.6K +107 +0.8%
CFA
495
Cahill Financial Advisors
Minnesota
$336K -$23.5K -967 -7%
LA
496
Latitude Advisors
Florida
$336K +$2.17K +89 +0.6%
TSS
497
Two Sigma Securities
New York
$327K -$281K -11,556 -46%
CA
498
CGN Advisors
Kansas
$326K
MFA
499
Morling Financial Advisors
California
$317K +$82.3K +3,381 +35%
FF
500
Friedenthal Financial
New Jersey
$316K +$16.2K +665 +5%