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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
S
626
SignatureFD
Georgia
$66.4K -$3.31K -137 -5%
CIAS
627
Capital Investment Advisory Services
North Carolina
$65.9K
RMP
628
Richards, Merrill & Peterson
Washington
$63.3K
SWP
629
Strategic Wealth Partners
Ohio
$60.2K
TCM
630
Tradewinds Capital Management
Washington
$55.2K +$73 +3 +0.1%
CA
631
Crewe Advisors
Utah
$53.3K
KSB
632
Kennebec Savings Bank
Maine
$50.5K +$4.69K +194 +10%
BAM
633
Bellevue Asset Management
Washington
$50.5K +$10.4K +430 +26%
CA
634
CoreCap Advisors
Michigan
$50.4K +$773 +32 +2%
HPC
635
HM Payson & Co
Maine
$48.6K
SAM
636
Smartleaf Asset Management
Massachusetts
$44.6K
CFP
637
Comprehensive Financial Planning
Pennsylvania
$44.2K -$13.7K -565 -24%
FRA
638
Front Row Advisors
California
$40.3K
GWM
639
GSB Wealth Management
Connecticut
$40.2K +$3.72K +154 +10%
PWM
640
Provident Wealth Management
Tennessee
$39.9K +$40K +1,654 New
CA
641
Continuum Advisory
Idaho
$37.7K +$37.8K +1,562 New
MWPCG
642
Measured Wealth Private Client Group
New Hampshire
$34K -$6.48K -268 -16%
BT
643
Banque Transatlantique
France
$33.8K
GWM
644
Gilpin Wealth Management
Colorado
$33.8K
LBC
645
Lowe Brockenbrough & Co
Virginia
$30.1K
PWA
646
Physician Wealth Advisors
Utah
$27.8K -$5.75K -238 -17%
PPC
647
Park Place Capital
Alabama
$26.9K +$26.9K +1,113 New
DCM
648
Dorato Capital Management
Colorado
$26.1K +$266 +11 +1%
CAM
649
Costello Asset Management
Pennsylvania
$25.5K -$39.4K -1,632 -61%
CJ
650
Caitlin John
Michigan
$25K +$4.96K +205 +25%

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.