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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
TL
526
Tradewinds LLC
North Carolina
$248K
TC
527
TownSquare Capital
Utah
$244K
SP
528
Stablepoint Partners
Massachusetts
$244K
WCP
529
Wealthcare Capital Partners
Pennsylvania
$243K
WSCM
530
Wellington Shields Capital Management
New York
$243K
AMIM
531
Aull & Monroe Investment Management
Alabama
$242K
AOWM
532
Alpha Omega Wealth Management
Virginia
$238K
LSIA
533
LaSalle St. Investment Advisors
Illinois
$237K
HW
534
HORAN Wealth
Ohio
$236K
CPW
535
Cogent Private Wealth
Florida
$235K
EBA
536
Eagle Bay Advisors
New York
$232K
LFA
537
Lauterbach Financial Advisors
Texas
$230K
BHPW
538
Beverly Hills Private Wealth
California
$229K
HP
539
Holistic Planning
Texas
$229K
M
540
MYeCFO
California
$228K
LIA
541
Lynx Investment Advisory
District of Columbia
$225K
GVAG
542
Great Valley Advisor Group
Delaware
$224K
AO
543
Advisor OS
Illinois
$224K
HR
544
Howe & Rusling
New York
$223K
AUB
545
Atlantic Union Bankshares
Virginia
$222K
MWM
546
Modera Wealth Management
New Jersey
$220K
RA
547
RFG Advisory
Alabama
$220K
WA
548
WPG Advisers
Maryland
$220K
DWM
549
Destination Wealth Management
California
$219K
SPA
550
Sentinel Pension Advisors
Massachusetts
$216K