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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
WS
476
Wedbush Securities
California
$359K
VBFP
477
Valtinson Bruner Financial Planning
Minnesota
$359K
NL
478
NWAM LLC
Washington
$358K
EAM
479
Empirical Asset Management
Massachusetts
$358K
Fidelity Investments
480
Fidelity Investments
Massachusetts
$353K
HCP
481
Hardin Capital Partners
South Carolina
$348K
CNWM
482
Clay Northam Wealth Management
California
$347K
PFPG
483
Pinnacle Financial Partners (Georgia)
Georgia
$345K
AWS
484
Arkfeld Wealth Strategies
Nebraska
$344K
CFA
485
Cahill Financial Advisors
Minnesota
$336K
LA
486
Latitude Advisors
Florida
$336K
TSS
487
Two Sigma Securities
New York
$327K
CA
488
CGN Advisors
Kansas
$326K
MFA
489
Morling Financial Advisors
California
$317K
FF
490
Friedenthal Financial
New Jersey
$316K
KCA
491
Kilner Capital Advisors
Maryland
$313K
ATPW
492
Ashton Thomas Private Wealth
Arizona
$313K
Empower Advisory Group
493
Empower Advisory Group
Colorado
$308K
BPWM
494
Badgley Phelps Wealth Managers
Washington
$307K
RWM
495
Revisor Wealth Management
Ohio
$304K
RCM
496
RB Capital Management
Nevada
$297K
BFP
497
Brewster Financial Planning
New York
$291K
VFIC
498
Valley Forge Investment Consultants
Pennsylvania
$291K
FG
499
Fairman Group
Pennsylvania
$289K
IJWM
500
Inman Jager Wealth Management
Mississippi
$289K