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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
GLLW
501
Graves Light Lenhart Wealth
Virginia
$289K
RSWA
502
Robinson Smith Wealth Advisors
Maine
$288K
ACA
503
American Capital Advisory
Idaho
$285K
GCA
504
Gradient Capital Advisors
California
$276K
AIFAIM
505
American Institute for Advanced Investment Management
Arizona
$275K
NHC
506
Nicholas Hoffman & Company
Georgia
$274K
GM
507
GeoWealth Management
Illinois
$270K
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
$269K
AIP
509
Avail Investment Partners
Pennsylvania
$259K
VWM
510
Vermillion Wealth Management
Minnesota
$258K
CWP
511
Core Wealth Partners
California
$258K
ZIG
512
Zullo Investment Group
Pennsylvania
$256K
TIA
513
Tiemann Investment Advisors
California
$254K
CW
514
Cedarwood Wealth
Colorado
$253K
CWRP
515
Cassady Wealth & Retirement Planning
Nevada
$252K
MGIA
516
Moneta Group Investment Advisors
Missouri
$251K
WFA
517
WMG Financial Advisors
Tennessee
$250K
DAS
518
Daybright Advisory Services
Florida
$249K
TL
519
Tradewinds LLC
North Carolina
$248K
TC
520
TownSquare Capital
Utah
$244K
SP
521
Stablepoint Partners
Massachusetts
$244K
WCP
522
Wealthcare Capital Partners
Pennsylvania
$243K
WSCM
523
Wellington Shields Capital Management
New York
$243K
AMIM
524
Aull & Monroe Investment Management
Alabama
$242K
AOWM
525
Alpha Omega Wealth Management
Virginia
$238K