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Schwab Short-Term US Treasury ETF

690 hedge funds and large institutions have $7.76B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
BPWM
501
Badgley Phelps Wealth Managers
Washington
$307K
RWM
502
Revisor Wealth Management
Ohio
$304K
RCM
503
RB Capital Management
Nevada
$297K
BFP
504
Brewster Financial Planning
New York
$291K
VFIC
505
Valley Forge Investment Consultants
Pennsylvania
$291K
FG
506
Fairman Group
Pennsylvania
$289K
IJWM
507
Inman Jager Wealth Management
Mississippi
$289K
GLLW
508
Graves Light Lenhart Wealth
Virginia
$289K
RSWA
509
Robinson Smith Wealth Advisors
Maine
$288K
ACA
510
American Capital Advisory
Idaho
$285K
GCA
511
Gradient Capital Advisors
California
$276K
AIFAIM
512
American Institute for Advanced Investment Management
Arizona
$275K
NHC
513
Nicholas Hoffman & Company
Georgia
$274K
GM
514
GeoWealth Management
Illinois
$270K
Qube Research & Technologies (QRT)
515
Qube Research & Technologies (QRT)
United Kingdom
$269K
AIP
516
Avail Investment Partners
Pennsylvania
$259K
VWM
517
Vermillion Wealth Management
Minnesota
$258K
CWP
518
Core Wealth Partners
California
$258K
ZIG
519
Zullo Investment Group
Pennsylvania
$256K
TIA
520
Tiemann Investment Advisors
California
$254K
CW
521
Cedarwood Wealth
Colorado
$253K
CWRP
522
Cassady Wealth & Retirement Planning
Nevada
$252K
MGIA
523
Moneta Group Investment Advisors
Missouri
$251K
WFA
524
WMG Financial Advisors
Tennessee
$250K
DAS
525
Daybright Advisory Services
Florida
$249K