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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
WA
551
WPG Advisers
Maryland
$220K -$6.3K -259 -3%
DWM
552
Destination Wealth Management
California
$219K +$220K +9,030 New
SPA
553
Sentinel Pension Advisors
Massachusetts
$216K -$11.8K -486 -5%
BCM
554
Blume Capital Management
California
$216K
AAP
555
Arax Advisory Partners
Colorado
$215K -$234K -9,609 -52%
SI
556
Stephens Inc
Arkansas
$212K +$213K +8,742 New
PA
557
PFG Advisors
Arizona
$212K -$29.1K -1,194 -12%
UFPG
558
United Financial Planning Group
New York
$210K +$207K +8,499 +5,782%
WLIM
559
White Lighthouse Investment Management
Massachusetts
$207K +$6.09K +250 +3%
WAM
560
Weatherly Asset Management
California
$206K
FA
561
Fiduciary Alliance
South Carolina
$205K -$8.49K -349 -4%
SC
562
Scratch Capital
Idaho
$205K -$92.2K -3,788 -31%
CCA
563
Carrera Capital Advisors
Michigan
$205K +$205K +8,428 New
GWM
564
Gibbs Wealth Management
Georgia
$204K +$205K +8,411 New
PHIC
565
Pine Haven Investment Counsel
Massachusetts
$204K +$204K +8,386 New
SIA
566
Soltis Investment Advisors
Utah
$203K -$29.8K -1,226 -13%
FCM
567
Firestone Capital Management
Florida
$203K -$8.08K -332 -4%
TA
568
TPG Advisors
Illinois
$202K +$560 +23 +0.3%
TIA
569
Traphagen Investment Advisors
New Jersey
$201K -$73 -3 -0%
BCA
570
Bitterroot Capital Advisors
Montana
$191K
TFA
571
Toth Financial Advisory
Virginia
$171K -$14.1K -580 -8%
DSC
572
Daytona Street Capital
Missouri
$168K
CIM
573
Contravisory Investment Management
Massachusetts
$156K
MSWA
574
Marshall & Sterling Wealth Advisors
New York
$153K +$974 +40 +0.6%
CAL
575
Capital Analysts LLC
Pennsylvania
$137K -$3.99K -164 -3%