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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
LWM
651
Lodestone Wealth Management
Washington
$10.5K
GEA
652
Glen Eagle Advisors
New Jersey
$9.96K
FGA
653
Fortis Group Advisors
New Jersey
$9.76K
IA
654
IFG Advisory
Georgia
$9.71K +$9.74K +400 New
GWM
655
Geneos Wealth Management
Colorado
$8.98K +$2.19K +90 +32%
SS
656
Sunbelt Securities
Texas
$8.77K +$49 +2 +0.6%
AIA
657
Arcadia Investment Advisors
Idaho
$8.64K
IAIM
658
International Assets Investment Management
Florida
$8.47K
VAI
659
Vanguard Advisers Inc
Pennsylvania
$8.12K +$8.13K +334 New
PFBT
660
Parkside Financial Bank & Trust
Missouri
$7.52K
CI
661
Cordant Inc
Oregon
$7.4K +$925 +38 +14%
WIM
662
Westside Investment Management
California
$7.33K
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$6.8K
DJSG
664
D.J. St. Germain
Massachusetts
$6.29K
SFS
665
Sunrise Financial Services
Washington
$5.53K +$5.55K +228 New
CPG
666
Cornerstone Planning Group
New Jersey
$5.46K +$5.5K +226 New
BC
667
Barrett & Company
Rhode Island
$5.24K
MWA
668
Merkkuri Wealth Advisors
New York
$4.93K +$4.94K +203 New
BBHC
669
Brown Brothers Harriman & Co
New York
$4.51K
HNB
670
Huntington National Bank
Ohio
$4.3K
ADL
671
Asset Dedication LLC
California
$4.16K
PWAM
672
Private Wealth Asset Management
Iowa
$3.81K
QCMNJ
673
Quantum Capital Management (New Jersey)
New Jersey
$3.79K
TPWA
674
Twin Peaks Wealth Advisors
California
$3.64K +$3.65K +150 New
JWA
675
JFS Wealth Advisors
Pennsylvania
$3.5K