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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
SWP
601
Strategic Wealth Partners
Ohio
$60.5K -$42.6K -1,750 -41%
CFP
602
Comprehensive Financial Planning
Pennsylvania
$58.2K -$19.3K -792 -25%
TCM
603
Tradewinds Capital Management
Washington
$55.4K +$49 +2 +0.1%
CA
604
Crewe Advisors
Utah
$53.6K
FFA
605
Founders Financial Alliance
North Carolina
$53.1K -$6.33K -260 -11%
AG
606
AmeriFlex Group
Nevada
$52.3K +$38.1K +1,566 +266%
CA
607
CoreCap Advisors
Michigan
$49.9K +$18.4K +754 +58%
HPC
608
HM Payson & Co
Maine
$48.8K +$49K +2,012 New
KSB
609
Kennebec Savings Bank
Maine
$46.1K +$20.3K +834 +78%
SAM
610
Smartleaf Asset Management
Massachusetts
$44.8K -$261K -10,738 -85%
MWPCG
611
Measured Wealth Private Client Group
New Hampshire
$40.7K -$10.5K -431 -20%
FRA
612
Front Row Advisors
California
$40.7K
BAM
613
Bellevue Asset Management
Washington
$40.3K -$9.45K -388 -19%
GWM
614
GSB Wealth Management
Connecticut
$36.7K +$1.44K +59 +4%
GWM
615
Gilpin Wealth Management
Colorado
$34K -$4.87K -200 -13%
BT
616
Banque Transatlantique
France
$34K +$34.1K +1,400 New
PWA
617
Physician Wealth Advisors
Utah
$33.7K +$33.8K +1,388 New
PTC
618
Private Trust Company
Ohio
$33.4K -$18K -741 -35%
SIM
619
Synergy Investment Management
Florida
$31.7K +$31.8K +1,308 New
NB
620
NBT Bank
New York
$31.6K +$31.1K +1,278 +5,325%
ACA
621
Aptus Capital Advisors
Alabama
$31.1K -$527K -21,644 -94%
LBC
622
Lowe Brockenbrough & Co
Virginia
$30.3K
TFA
623
Transamerica Financial Advisors
Florida
$28.4K +$6.13K +252 +27%
DCM
624
Dorato Capital Management
Colorado
$26K +$243 +10 +0.9%
HI
625
Horizon Investments
North Carolina
$24.6K +$24.8K +1,020 New