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Schwab Short-Term US Treasury ETF

682 hedge funds and large institutions have $7.75B invested in Schwab Short-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 235 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
Cordant Inc
Oregon
$7.4K
WIM
652
Westside Investment Management
California
$7.33K
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$6.8K
DJSG
654
D.J. St. Germain
Massachusetts
$6.29K
SFS
655
Sunrise Financial Services
Washington
$5.53K
CPG
656
Cornerstone Planning Group
New Jersey
$5.46K
BC
657
Barrett & Company
Rhode Island
$5.24K
MWA
658
Merkkuri Wealth Advisors
New York
$4.93K
BBHC
659
Brown Brothers Harriman & Co
New York
$4.51K
HNB
660
Huntington National Bank
Ohio
$4.3K
PWAM
661
Private Wealth Asset Management
Iowa
$3.81K
QCMNJ
662
Quantum Capital Management (New Jersey)
New Jersey
$3.79K
TPWA
663
Twin Peaks Wealth Advisors
California
$3.64K
JWA
664
JFS Wealth Advisors
Pennsylvania
$3.5K
PIS
665
POM Investment Strategies
North Carolina
$3.37K
PA
666
Parallel Advisors
California
$3.35K
WWM
667
Wolff Wiese Magana
California
$2.89K
MA
668
Montag & Associates
Georgia
$2.86K
OHWP
669
Oak Harbor Wealth Partners
North Carolina
$2.11K
SFG
670
Strive Financial Group
Indiana
$2K
GPFA
671
Game Plan Financial Advisors
Ohio
$1.77K
RFP
672
Root Financial Partners
California
$1.68K
SL
673
Salomon & Ludwin
Virginia
$1.62K
BWM
674
Bernard Wealth Management
Michigan
$1.55K
TCM
675
Triumph Capital Management
Colorado
$1.36K