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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
VWM
651
Vermillion Wealth Management
Minnesota
$24.8K -$232K -9,601 -90%
IFWM
652
Institute for Wealth Management
Colorado
$24.4K +$24.4K +1,009 New
VFM
653
Vision Financial Markets
Connecticut
$24.1K
NS
654
NBC Securities
Alabama
$22.3K
TVWM
655
Tower View Wealth Management
Wisconsin
$21.9K +$193 +8 +0.9%
NFSG
656
Newbridge Financial Services Group
Florida
$21.8K +$894 +37 +4%
BWS
657
Buck Wealth Strategies
Colorado
$21.1K +$21.1K +875 New
BBPWM
658
Blue Bell Private Wealth Management
Pennsylvania
$20.4K
BHWM
659
Beaird Harris Wealth Management
Texas
$20K
DAM
660
Delta Asset Management
Tennessee
$19.6K
AWM
661
Angeles Wealth Management
California
$18.3K +$18.3K +756 New
BC
662
Burnham & Co
Michigan
$18.2K +$18.2K +755 New
AW
663
Avion Wealth
Texas
$18K
FVIM
664
Fort Vancouver Investment Management
Washington
$17.3K +$628 +26 +4%
NB
665
NBT Bank
New York
$16.9K -$14.5K -600 -46%
UBS AM
666
UBS AM
Illinois
$15.4K
DCM
667
Davis Capital Management
Florida
$15.2K
GSWM
668
Golden State Wealth Management
California
$15.1K +$15.1K +625 New
TCOV
669
Trust Company of Vermont
Vermont
$15.1K +$15.1K +624 New
PA
670
Parallel Advisors
California
$14.1K +$10.8K +445 +322%
BNP Paribas Financial Markets
671
BNP Paribas Financial Markets
France
$13.9K -$1.21K -50 -8%
WA
672
Westfuller Advisors
New York
$13.5K
BF
673
BOK Financial
Oklahoma
$13.3K +$13.3K +552 New
CCWM
674
Cassaday & Co Wealth Management
Virginia
$13.2K
SGFG
675
Silver Grove Financial Group
New York
$12.6K -$411 -17 -3%

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.