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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
SGFG
651
Silver Grove Financial Group
New York
$13K +$13.1K +537 New
CFFP
652
Center for Financial Planning
Michigan
$12.2K
CFG
653
Chapman Financial Group
Hawaii
$10.6K
LWM
654
Lodestone Wealth Management
Washington
$10.5K
GEA
655
Glen Eagle Advisors
New Jersey
$9.96K
FGA
656
Fortis Group Advisors
New Jersey
$9.76K
IA
657
IFG Advisory
Georgia
$9.71K +$9.74K +400 New
GWM
658
Geneos Wealth Management
Colorado
$8.98K +$2.19K +90 +32%
SS
659
Sunbelt Securities
Texas
$8.77K +$49 +2 +0.6%
AIA
660
Arcadia Investment Advisors
Idaho
$8.64K
IAIM
661
International Assets Investment Management
Florida
$8.47K
Vanguard Advisers Inc
662
Vanguard Advisers Inc
Pennsylvania
$8.12K +$8.13K +334 New
PFBT
663
Parkside Financial Bank & Trust
Missouri
$7.52K
CI
664
Cordant Inc
Oregon
$7.4K +$925 +38 +14%
WIM
665
Westside Investment Management
California
$7.33K
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$6.8K
DJSG
667
D.J. St. Germain
Massachusetts
$6.29K
SFS
668
Sunrise Financial Services
Washington
$5.53K +$5.55K +228 New
CPG
669
Cornerstone Planning Group
New Jersey
$5.46K +$5.5K +226 New
BC
670
Barrett & Company
Rhode Island
$5.24K
MWA
671
Merkkuri Wealth Advisors
New York
$4.93K +$4.94K +203 New
BBHC
672
Brown Brothers Harriman & Co
New York
$4.51K
HNB
673
Huntington National Bank
Ohio
$4.3K
ADL
674
Asset Dedication LLC
California
$4.16K
PWAM
675
Private Wealth Asset Management
Iowa
$3.81K

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.