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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
EV
476
EJMK Ventures
Illinois
$401K -$76.2K -3,153 -16%
TFA
477
Transamerica Financial Advisors
Florida
$394K +$367K +15,170 +1,297%
AA
478
Ascent Advisors
Minnesota
$390K +$392K +16,209 New
KPP
479
Kings Path Partners
Texas
$389K -$64.4K -2,664 -14%
SRCM
480
Signature Resources Capital Management
California
$388K -$65.9K -2,726 -14%
CCM
481
Chilton Capital Management
Texas
$388K -$1.57K -65 -0.4%
DWM
482
Dopkins Wealth Management
New York
$384K +$7.2K +298 +2%
FFA
483
Founders Financial Alliance
North Carolina
$380K +$328K +13,553 +620%
EA
484
Enclave Advisors
Texas
$379K +$20.7K +855 +6%
BAM
485
Belpointe Asset Management
Nevada
$378K +$7.16K +296 +2%
FCA
486
Fortis Capital Advisors
Kansas
$378K +$7.16K +296 +2%
SWM
487
Silverlake Wealth Management
Vermont
$377K +$377K +15,603 New
BWP
488
Burling Wealth Partners
Illinois
$377K +$377K +15,600 New
BWP
489
Balboa Wealth Partners
Arizona
$375K +$375K +15,520 New
LA
490
LexAurum Advisors
Kansas
$369K +$4.47K +185 +1%
TC
491
TownSquare Capital
Utah
$369K +$126K +5,200 +52%
HCP
492
Hardin Capital Partners
South Carolina
$363K +$17.1K +709 +5%
CCG
493
Ceeto Capital Group
Florida
$362K
EAM
494
Empirical Asset Management
Massachusetts
$359K +$3.5K +145 +1%
AGP
495
Autumn Glory Partners
Texas
$359K
IWM
496
Immaculate Wealth Management
Arizona
$358K +$1.81K +75 +0.5%
VBFP
497
Valtinson Bruner Financial Planning
Minnesota
$357K
NL
498
NWAM LLC
Washington
$356K +$48 +2 +0%
CNWM
499
Clay Northam Wealth Management
California
$345K
AWS
500
Arkfeld Wealth Strategies
Nebraska
$344K +$1.69K +70 +0.5%

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,269 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.