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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
KCA
501
Kilner Capital Advisors
Maryland
$313K +$32.1K +1,320 +11%
ATPW
502
Ashton Thomas Private Wealth
Arizona
$313K -$2K -82 -0.6%
Empower Advisory Group
503
Empower Advisory Group
Colorado
$308K +$309K +12,698 New
BPWM
504
Badgley Phelps Wealth Managers
Washington
$307K +$9.3K +382 +3%
RWM
505
Revisor Wealth Management
Ohio
$304K -$22.2K -910 -7%
RCM
506
RB Capital Management
Nevada
$297K +$298K +12,245 New
BFP
507
Brewster Financial Planning
New York
$291K
VFIC
508
Valley Forge Investment Consultants
Pennsylvania
$291K +$48.2K +1,979 +20%
FG
509
Fairman Group
Pennsylvania
$289K
IJWM
510
Inman Jager Wealth Management
Mississippi
$289K
GLLW
511
Graves Light Lenhart Wealth
Virginia
$289K +$97 +4 +0%
RSWA
512
Robinson Smith Wealth Advisors
Maine
$288K -$127K -5,231 -31%
ACA
513
American Capital Advisory
Idaho
$285K
GCA
514
Gradient Capital Advisors
California
$276K -$111K -4,576 -29%
AIFAIM
515
American Institute for Advanced Investment Management
Arizona
$275K +$45K +1,850 +19%
NHC
516
Nicholas Hoffman & Company
Georgia
$274K +$274K +11,275 New
GM
517
GeoWealth Management
Illinois
$270K +$267K +10,971 +8,008%
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$269K +$181K +7,449 +206%
AIP
519
Avail Investment Partners
Pennsylvania
$259K +$260K +10,667 New
VWM
520
Vermillion Wealth Management
Minnesota
$258K -$15.6K -641 -6%
CWP
521
Core Wealth Partners
California
$258K
ZIG
522
Zullo Investment Group
Pennsylvania
$256K
TIA
523
Tiemann Investment Advisors
California
$254K
CW
524
Cedarwood Wealth
Colorado
$253K
CWRP
525
Cassady Wealth & Retirement Planning
Nevada
$252K -$13.7K -564 -5%