We are live on ! Find out more
SCHO icon

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
OC
551
Oppenheimer & Co
New York
$249K +$250K +10,334 New
BCM
552
Birmingham Capital Management
Alabama
$249K -$249K -10,300 -50%
CWRP
553
Cassady Wealth & Retirement Planning
Nevada
$249K -$1.91K -79 -0.8%
SP
554
Stablepoint Partners
Massachusetts
$243K
WCP
555
Wealthcare Capital Partners
Pennsylvania
$241K
RA
556
RFG Advisory
Alabama
$240K +$20.7K +855 +9%
AMIM
557
Aull & Monroe Investment Management
Alabama
$237K -$3.89K -161 -2%
SI
558
Stirlingshire Investments
New York
$236K +$236K +9,780 New
JWBC
559
John W. Brooker & Co
California
$236K +$236K +9,764 New
AO
560
Advisor OS
Illinois
$234K +$11.9K +494 +5%
CPW
561
Cogent Private Wealth
Florida
$234K
LIA
562
Lynx Investment Advisory
District of Columbia
$234K +$9.57K +396 +4%
LFA
563
Lauterbach Financial Advisors
Texas
$227K -$1.57K -65 -0.7%
MGIA
564
Moneta Group Investment Advisors
Missouri
$225K -$24.3K -1,005 -10%
QCM
565
Quantinno Capital Management
New York
$224K +$225K +9,295 New
GVAG
566
Great Valley Advisor Group
Delaware
$224K +$1.06K +44 +0.5%
CCA
567
Carrera Capital Advisors
Michigan
$221K +$18K +743 +9%
MWM
568
Modera Wealth Management
New Jersey
$219K
DWM
569
Destination Wealth Management
California
$218K
SPA
570
Sentinel Pension Advisors
Massachusetts
$216K +$1.35K +56 +0.6%
BCM
571
Blume Capital Management
California
$215K
IA
572
IFG Advisory
Georgia
$214K +$204K +8,457 +2,114%
AOWM
573
Alpha Omega Wealth Management
Virginia
$213K -$24.2K -1,000 -10%
SIA
574
Soltis Investment Advisors
Utah
$212K +$10.1K +416 +5%
SI
575
Stephens Inc
Arkansas
$211K

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.