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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
SC
576
Scratch Capital
Idaho
$207K +$3.34K +138 +2%
PHIC
577
Pine Haven Investment Counsel
Massachusetts
$207K +$4.35K +180 +2%
WLIM
578
White Lighthouse Investment Management
Massachusetts
$205K
TA
579
TPG Advisors
Illinois
$205K +$3.99K +165 +2%
BMCM
580
Burns Matteson Capital Management
New York
$203K +$204K +8,427 New
NSG
581
Nalls Sherbakoff Group
Tennessee
$203K
TIA
582
Traphagen Investment Advisors
New Jersey
$203K +$3.63K +150 +2%
FCM
583
Firestone Capital Management
Florida
$201K
Franklin Resources
584
Franklin Resources
California
$201K +$185K +7,657 +1,153%
FA
585
Fiduciary Alliance
South Carolina
$201K -$3.55K -147 -2%
TPA
586
Trivium Point Advisory
Connecticut
$201K +$201K +8,308 New
BFA
587
Bridgelight Financial Advisors
Connecticut
$200K +$200K +8,293 New
AUB
588
Atlantic Union Bankshares
Virginia
$194K -$27K -1,118 -12%
DSC
589
Daytona Street Capital
Missouri
$192K +$25K +1,033 +15%
BCA
590
Bitterroot Capital Advisors
Montana
$190K
TFA
591
Toth Financial Advisory
Virginia
$170K
FG
592
Fairman Group
Pennsylvania
$170K -$118K -4,895 -41%
CAL
593
Capital Analysts LLC
Pennsylvania
$164K +$27.9K +1,156 +20%
PTC
594
Private Trust Company
Ohio
$163K +$130K +5,389 +392%
CIM
595
Contravisory Investment Management
Massachusetts
$155K +$48 +2 +0%
MSWA
596
Marshall & Sterling Wealth Advisors
New York
$153K +$1.43K +59 +0.9%
AG
597
AmeriFlex Group
Nevada
$151K +$98.9K +4,092 +190%
TPCW
598
TD Private Client Wealth
New York
$139K +$6.79K +281 +5%
SA
599
SRH Advisors
Kansas
$136K
CIA
600
Cape Investment Advisory
Georgia
$122K +$122K +5,067 New

SCHO Hedge Fund Activity: Q2 2026 in Review

719 of the 8,264 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.