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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
HP
526
Holistic Planning
Texas
$300K +$72.5K +3,000 +32%
EFP
527
Envision Financial Planning
Tennessee
$300K +$300K +12,422 New
FFA
528
Florida Financial Advisors
Florida
$294K -$352K -14,562 -54%
AIFAIM
529
American Institute for Advanced Investment Management
Arizona
$294K +$19.9K +825 +7%
M
530
MYeCFO
California
$294K +$66.5K +2,750 +29%
RCM
531
RB Capital Management
Nevada
$293K -$2.71K -112 -0.9%
AC
532
Anson Capital
Georgia
$292K +$292K +12,091 New
BFP
533
Brewster Financial Planning
New York
$290K
GCA
534
Gradient Capital Advisors
California
$289K +$14K +581 +5%
GLLW
535
Graves Light Lenhart Wealth
Virginia
$287K -$508 -21 -0.2%
Qube Research & Technologies (QRT)
536
Qube Research & Technologies (QRT)
United Kingdom
$286K +$18.8K +778 +7%
ACA
537
American Capital Advisory
Idaho
$286K +$2.68K +111 +0.9%
EBA
538
Eagle Bay Advisors
New York
$283K +$52.3K +2,163 +23%
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$311K -12,851 -53%
TA
540
Tactive Advisors
Florida
$274K -$167K -6,910 -38%
OCA
541
OpenArc Corporate Advisory
Georgia
$269K -$601K -24,845 -69%
PA
542
PFG Advisors
Arizona
$269K +$58.3K +2,412 +28%
SAG
543
SageView Advisory Group
California
$265K +$265K +10,957 New
CWP
544
Core Wealth Partners
California
$257K
RSWA
545
Robinson Smith Wealth Advisors
Maine
$255K -$31K -1,283 -11%
ZIG
546
Zullo Investment Group
Pennsylvania
$255K
WFA
547
WMG Financial Advisors
Tennessee
$254K +$5.03K +208 +2%
TIA
548
Tiemann Investment Advisors
California
$252K
EIA
549
Edgemoor Investment Advisors
Maryland
$251K +$251K +10,386 New
AA
550
Auxano Advisors
Washington
$251K +$251K +10,377 New

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,267 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.