We are live on ! Find out more
SCHO icon

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
SA
576
SRH Advisors
Kansas
$137K
TPCW
577
TD Private Client Wealth
New York
$133K +$6.67K +274 +5%
LFG
578
Larson Financial Group
Missouri
$127K +$3.04K +125 +2%
BC
579
Bulwark Capital
Florida
$120K -$57.3K -2,352 -32%
VFA
580
Valeo Financial Advisors
Indiana
$118K +$181K +7,450 +51%
FDW
581
Fourth Dimension Wealth
Ohio
$116K -$14.3K -586 -11%
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K +$3.5K +144 +3%
AIC
583
Archer Investment Corporation
Indiana
$112K +$112K +4,605 New
LB
584
Legacy Bridge
Iowa
$112K
HNW
585
High Note Wealth
Minnesota
$110K +$3.68K +151 +3%
VNT
586
Vanguard National Trust
Pennsylvania
$109K +$109K +4,490 New
CTC
587
Central Trust Company
Missouri
$98.2K
SIS
588
Sound Income Strategies
Florida
$97.2K +$63.6K +2,613 +186%
EB
589
Eastern Bank
Massachusetts
$97.2K +$3.43K +141 +4%
WT
590
Whittier Trust
California
$97K
AIM
591
Anchor Investment Management
South Carolina
$96.6K
FPF
592
First Pacific Financial
Washington
$86K +$86.3K +3,545 New
BWL
593
Bogart Wealth LLC
Virginia
$83.4K -$4.09K -168 -5%
SC
594
Stance Capital
Massachusetts
$71.2K +$71.4K +2,934 New
S
595
SignatureFD
Georgia
$70.1K +$70.3K +2,887 +288,700%
CIAS
596
Capital Investment Advisory Services
North Carolina
$66.2K +$3.85K +158 +6%
CAM
597
Costello Asset Management
Pennsylvania
$65.2K +$170 +7 +0.3%
ST
598
Smithfield Trust
Pennsylvania
$64K
RMP
599
Richards, Merrill & Peterson
Washington
$63.6K
BTI
600
Blue Trust Inc
Georgia
$63.1K +$4.77K +196 +8%