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Schwab Short-Term US Treasury ETF

696 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 77 funds opening new positions, 297 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

24% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 239

2% more funds holding

Funds holding: 682696 (+14)

3% less capital invested

Capital invested by funds: $8.01B → $7.78B (-$229M)

2.4% less ownership

Funds ownership: 67.56%65.16% (-2.4%)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
696
Holders Change
+14
Holders Change %
+2.05%
% of All Funds
8.52%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
0.64%
New
77
Increased
297
Reduced
239
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$28.4K +$6.13K +252 +27%
DCM
627
Dorato Capital Management
Colorado
$26K +$243 +10 +0.9%
HI
628
Horizon Investments
North Carolina
$24.6K +$24.8K +1,020 New
VFM
629
Vision Financial Markets
Connecticut
$24.3K
NS
630
NBC Securities
Alabama
$22.4K +$2.04K +84 +10%
TVWM
631
Tower View Wealth Management
Wisconsin
$21.8K +$146 +6 +0.7%
FCT
632
First Community Trust
Iowa
$21.1K +$21.1K +868 New
NFSG
633
Newbridge Financial Services Group
Florida
$21K
BBPWM
634
Blue Bell Private Wealth Management
Pennsylvania
$20.5K
CJ
635
Caitlin John
Michigan
$20.2K
BHWM
636
Beaird Harris Wealth Management
Texas
$20.1K
UCB
637
United Community Bank
South Carolina
$19.9K +$19.9K +818 New
GSEP
638
Golden State Equity Partners
California
$19.7K +$19.8K +813 New
DAM
639
Delta Asset Management
Tennessee
$19.7K
TAR
640
Trask Adam Roland
$18.3K +$18.4K +755 New
AW
641
Avion Wealth
Texas
$18K
HFS
642
Hantz Financial Services
Michigan
$18K +$14.1K +581 +344%
FVIM
643
Fort Vancouver Investment Management
Washington
$16.7K +$292 +12 +2%
Franklin Resources
644
Franklin Resources
California
$16.1K
UBS AM
645
UBS AM
Illinois
$15.5K +$2.68K +110 +21%
DCM
646
Davis Capital Management
Florida
$15.2K
BNP Paribas Financial Markets
647
BNP Paribas Financial Markets
France
$15.2K -$1.64M -67,300 -99%
WA
648
Westfuller Advisors
New York
$13.6K -$1.75K -72 -11%
CCWM
649
Cassaday & Co Wealth Management
Virginia
$13.3K +$13.3K +546 New
ME
650
McIlrath & Eck
Washington
$13.1K

SCHO Hedge Fund Activity: Q1 2026 in Review

696 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2026, worth a combined $7.78B — down 2.9% from $8.01B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHO positions and 51 closed out — a net gain of 26 holders — while 297 added to existing stakes and 239 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $81.8M. The largest seller was Bank of America, cutting an estimated $287M.

  • 696 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2026, up from 682 in Q4 2025.
  • Funds reported $7.78B of Schwab Short-Term US Treasury ETF stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 77 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2026 and 51 closed out, a net change of +26 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $81.8M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q1 2026 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2026.