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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
LSIA
526
LaSalle St. Investment Advisors
Illinois
$237K
HW
527
HORAN Wealth
Ohio
$236K
CPW
528
Cogent Private Wealth
Florida
$235K
EBA
529
Eagle Bay Advisors
New York
$232K
LFA
530
Lauterbach Financial Advisors
Texas
$230K
BHPW
531
Beverly Hills Private Wealth
California
$229K
HP
532
Holistic Planning
Texas
$229K
M
533
MYeCFO
California
$228K
LIA
534
Lynx Investment Advisory
District of Columbia
$225K
GVAG
535
Great Valley Advisor Group
Delaware
$224K
AO
536
Advisor OS
Illinois
$224K
HR
537
Howe & Rusling
New York
$223K
AUB
538
Atlantic Union Bankshares
Virginia
$222K
MWM
539
Modera Wealth Management
New Jersey
$220K
RA
540
RFG Advisory
Alabama
$220K
WA
541
WPG Advisers
Maryland
$220K
DWM
542
Destination Wealth Management
California
$219K
SPA
543
Sentinel Pension Advisors
Massachusetts
$216K
BCM
544
Blume Capital Management
California
$216K
AAP
545
Arax Advisory Partners
Colorado
$215K
SI
546
Stephens Inc
Arkansas
$212K
PA
547
PFG Advisors
Arizona
$212K
UFPG
548
United Financial Planning Group
New York
$210K
WLIM
549
White Lighthouse Investment Management
Massachusetts
$207K
WAM
550
Weatherly Asset Management
California
$206K