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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
601
Measured Wealth Private Client Group
New Hampshire
$40.7K
FRA
602
Front Row Advisors
California
$40.7K
BAM
603
Bellevue Asset Management
Washington
$40.3K
GWM
604
GSB Wealth Management
Connecticut
$36.7K
GWM
605
Gilpin Wealth Management
Colorado
$34K
BT
606
Banque Transatlantique
France
$34K
PWA
607
Physician Wealth Advisors
Utah
$33.7K
PTC
608
Private Trust Company
Ohio
$33.4K
SIM
609
Synergy Investment Management
Florida
$31.7K
NB
610
NBT Bank
New York
$31.6K
ACA
611
Aptus Capital Advisors
Alabama
$31.1K
LBC
612
Lowe Brockenbrough & Co
Virginia
$30.3K
TFA
613
Transamerica Financial Advisors
Florida
$28.4K
DCM
614
Dorato Capital Management
Colorado
$26K
HI
615
Horizon Investments
North Carolina
$24.6K
VFM
616
Vision Financial Markets
Connecticut
$24.3K
NS
617
NBC Securities
Alabama
$22.4K
TVWM
618
Tower View Wealth Management
Wisconsin
$21.8K
FCT
619
First Community Trust
Iowa
$21.1K
NFSG
620
Newbridge Financial Services Group
Florida
$21K
BBPWM
621
Blue Bell Private Wealth Management
Pennsylvania
$20.5K
CJ
622
Caitlin John
Michigan
$20.2K
BHWM
623
Beaird Harris Wealth Management
Texas
$20.1K
UCB
624
United Community Bank
South Carolina
$19.9K
GSEP
625
Golden State Equity Partners
California
$19.7K