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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
PIS
676
POM Investment Strategies
North Carolina
$3.37K +$3.38K +139 New
PA
677
Parallel Advisors
California
$3.35K -$6.94K -285 -67%
WWM
678
Wolff Wiese Magana
California
$2.89K
MA
679
Montag & Associates
Georgia
$2.86K
OHWP
680
Oak Harbor Wealth Partners
North Carolina
$2.11K +$24 +1 +1%
SFG
681
Strive Financial Group
Indiana
$2K +$1.61K +66 New
GPFA
682
Game Plan Financial Advisors
Ohio
$1.77K
RFP
683
Root Financial Partners
California
$1.68K -$227K -9,306 -99%
SL
684
Salomon & Ludwin
Virginia
$1.62K
BWM
685
Bernard Wealth Management
Michigan
$1.55K +$1.56K +64 New
TCM
686
Triumph Capital Management
Colorado
$1.36K -$195 -8 -13%
HDIM
687
Hanson & Doremus Investment Management
Vermont
$1K
OW
688
Olistico Wealth
Oklahoma
$995
WWMSC
689
Wagner Wealth Management (South Carolina)
South Carolina
$849
SWM
690
Spire Wealth Management
Virginia
$752
SA
691
Strategic Advocates
Utah
$485 -$208K -8,530 -100%
SIS
692
Strategic Investment Solutions
Illinois
$364 +$365 +15 New
MG
693
Mather Group
Illinois
$194 +$195 +8 New
VA
694
Vestwell Advisors
New York
$139
National Bank of Canada
695
National Bank of Canada
Quebec, Canada
$73
KFP
696
Kerr Financial Planning
California
$72 -$24 -1 -25%
IAS
697
IMA Advisory Services
Colorado
$4
BA
698
Ballast Advisors
Minnesota
-$15.8M -650,187 Closed
PAYA
699
Phil A. Younker & Associates
Alaska
-$9.8M -402,053 Closed
FTUS
700
Flow Traders U.S.
New York
-$7.45M -305,607 Closed