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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
BC
601
Bulwark Capital
Florida
$120K
VFA
602
Valeo Financial Advisors
Indiana
$118K +$24 +1 +0%
Fidelity Investments
603
Fidelity Investments
Massachusetts
$117K -$234K -9,695 -67%
FDCDDQ
604
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K +$1.01K +42 +0.9%
FDW
605
Fourth Dimension Wealth
Ohio
$114K -$1.21K -50 -1%
AIC
606
Archer Investment Corporation
Indiana
$111K +$48 +2 +0%
ACA
607
Aptus Capital Advisors
Alabama
$111K +$80.3K +3,324 +259%
LB
608
Legacy Bridge
Iowa
$111K
Vanguard National Trust
609
Vanguard National Trust
Pennsylvania
$108K
SIM
610
Synergy Investment Management
Florida
$103K +$71.4K +2,955 +226%
LFG
611
Larson Financial Group
Missouri
$98.4K -$27.9K -1,156 -22%
WT
612
Whittier Trust
California
$96.6K
PWM
613
Peck Wealth Management
New York
$96.6K +$96.7K +4,000 New
FIM
614
FWL Investment Management
Texas
$95.1K +$95.2K +3,938 New
CTC
615
Central Trust Company
Missouri
$94.2K -$3.48K -144 -4%
EB
616
Eastern Bank
Massachusetts
$93.2K -$3.41K -141 -4%
SC
617
SouthState Corp
Florida
$91.6K +$91.7K +3,795 New
HNW
618
High Note Wealth
Minnesota
$89K -$20.6K -854 -19%
AWM
619
AE Wealth Management
Kansas
$88.3K -$14M -577,421 -99%
BWL
620
Bogart Wealth LLC
Virginia
$83.5K +$556 +23 +0.7%
DF
621
Dunhill Financial
United Kingdom
$77.2K +$77.3K +3,200 New
NAMP
622
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$72.2K +$72.5K +3,000 New
ST
623
Smithfield Trust
Pennsylvania
$72K +$9.67K +400 +15%
BTI
624
Blue Trust Inc
Georgia
$71.2K +$8.44K +349 +13%
HR
625
Howe & Rusling
New York
$70.9K -$151K -6,237 -68%

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.