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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
MGIA
526
Moneta Group Investment Advisors
Missouri
$251K +$8.32K +342 +3%
WFA
527
WMG Financial Advisors
Tennessee
$250K -$12.4K -509 -5%
DAS
528
Daybright Advisory Services
Florida
$249K +$1.34K +55 +0.5%
TL
529
Tradewinds LLC
North Carolina
$248K +$250K +10,268 New
TC
530
TownSquare Capital
Utah
$244K +$3.77K +155 +2%
SP
531
Stablepoint Partners
Massachusetts
$244K +$245K +10,059 New
WCP
532
Wealthcare Capital Partners
Pennsylvania
$243K
WSCM
533
Wellington Shields Capital Management
New York
$243K +$243K +10,000 New
AMIM
534
Aull & Monroe Investment Management
Alabama
$242K -$8.03K -330 -3%
AOWM
535
Alpha Omega Wealth Management
Virginia
$238K -$8.03K -330 -3%
LSIA
536
LaSalle St. Investment Advisors
Illinois
$237K +$4.79K +197 +2%
HW
537
HORAN Wealth
Ohio
$236K +$235K +9,666 New
CPW
538
Cogent Private Wealth
Florida
$235K
EBA
539
Eagle Bay Advisors
New York
$232K +$233K +9,576 New
LFA
540
Lauterbach Financial Advisors
Texas
$230K -$119K -4,908 -34%
BHPW
541
Beverly Hills Private Wealth
California
$229K +$24K +986 +12%
HP
542
Holistic Planning
Texas
$229K +$229K +9,422 New
M
543
MYeCFO
California
$228K +$15.8K +650 +7%
LIA
544
Lynx Investment Advisory
District of Columbia
$225K -$48K -1,972 -18%
GVAG
545
Great Valley Advisor Group
Delaware
$224K
AO
546
Advisor OS
Illinois
$224K +$755 +31 +0.3%
HR
547
Howe & Rusling
New York
$223K -$184K -7,575 -45%
AUB
548
Atlantic Union Bankshares
Virginia
$222K +$28.8K +1,183 +15%
MWM
549
Modera Wealth Management
New Jersey
$220K -$53K -2,178 -19%
RA
550
RFG Advisory
Alabama
$220K -$56K -2,302 -20%