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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
VFM
626
Vision Financial Markets
Connecticut
$24.3K
NS
627
NBC Securities
Alabama
$22.4K +$2.04K +84 +10%
TVWM
628
Tower View Wealth Management
Wisconsin
$21.8K +$146 +6 +0.7%
FCT
629
First Community Trust
Iowa
$21.1K +$21.1K +868 New
NFSG
630
Newbridge Financial Services Group
Florida
$21K
BBPWM
631
Blue Bell Private Wealth Management
Pennsylvania
$20.5K
CJ
632
Caitlin John
Michigan
$20.2K
BHWM
633
Beaird Harris Wealth Management
Texas
$20.1K
UCB
634
United Community Bank
South Carolina
$19.9K +$19.9K +818 New
GSEP
635
Golden State Equity Partners
California
$19.7K +$19.8K +813 New
DAM
636
Delta Asset Management
Tennessee
$19.7K
TAR
637
Trask Adam Roland
$18.3K +$18.4K +755 New
AW
638
Avion Wealth
Texas
$18K
HFS
639
Hantz Financial Services
Michigan
$18K +$14.1K +581 +344%
FVIM
640
Fort Vancouver Investment Management
Washington
$16.7K +$292 +12 +2%
Franklin Resources
641
Franklin Resources
California
$16.1K
UBS AM
642
UBS AM
Illinois
$15.5K +$2.68K +110 +21%
DCM
643
Davis Capital Management
Florida
$15.2K
BNP Paribas Financial Markets
644
BNP Paribas Financial Markets
France
$15.2K -$1.64M -67,300 -99%
WA
645
Westfuller Advisors
New York
$13.6K -$1.75K -72 -11%
CCWM
646
Cassaday & Co Wealth Management
Virginia
$13.3K +$13.3K +546 New
ME
647
McIlrath & Eck
Washington
$13.1K
SGFG
648
Silver Grove Financial Group
New York
$13K +$13.1K +537 New
CFFP
649
Center for Financial Planning
Michigan
$12.2K
CFG
650
Chapman Financial Group
Hawaii
$10.6K