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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
WA
501
WPG Advisers
Maryland
$341K +$122K +5,067 +56%
AWA
502
Arkadios Wealth Advisors
Georgia
$340K -$38.9K -1,609 -10%
BRWA
503
B. Riley Wealth Advisors
Florida
$339K +$339K +14,038 New
LA
504
Latitude Advisors
Florida
$337K +$3.12K +129 +0.9%
DWA
505
Davis Wealth Advisors
New Hampshire
$336K -$31.7K -1,312 -9%
MWM
506
Meadowbrook Wealth Management
New York
$335K -$26.7K -1,105 -7%
EWM
507
Evermay Wealth Management
Virginia
$333K -$777K -32,164 -70%
CA
508
CGN Advisors
Kansas
$325K +$749 +31 +0.2%
AIP
509
Avail Investment Partners
Pennsylvania
$325K +$67.7K +2,799 +26%
SWP
510
Sagespring Wealth Partners
Tennessee
$325K -$249K -10,290 -43%
KCA
511
Kilner Capital Advisors
Maryland
$321K +$9.45K +391 +3%
RFN
512
RDA Financial Network
Iowa
$318K +$318K +13,175 New
VFIC
513
Valley Forge Investment Consultants
Pennsylvania
$318K +$28.7K +1,187 +10%
FF
514
Friedenthal Financial
New Jersey
$315K +$145 +6 +0%
CFA
515
Cahill Financial Advisors
Minnesota
$314K -$20.2K -834 -6%
RWM
516
Revisor Wealth Management
Ohio
$310K +$7.03K +291 +2%
BPWM
517
Badgley Phelps Wealth Managers
Washington
$306K +$628 +26 +0.2%
WS
518
Wedbush Securities
California
$306K -$51.4K -2,125 -14%
GCA
519
Genesee Capital Advisors
New York
$304K -$53.5K -2,214 -15%
MFA
520
Morling Financial Advisors
California
$303K -$12.4K -511 -4%
IJWM
521
Inman Jager Wealth Management
Mississippi
$303K +$15K +622 +5%
Empower Advisory Group
522
Empower Advisory Group
Colorado
$301K -$5.44K -225 -2%
CIG
523
Cairn Investment Group
Washington
$301K +$302K +12,474 New
Northern Trust
524
Northern Trust
Illinois
$301K +$301K +12,466 New
KWA
525
Kingswood Wealth Advisors
California
$301K +$301K +12,449 New

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.