We are live on ! Find out more
SCHO icon

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
QCMNJ
676
Quantum Capital Management (New Jersey)
New Jersey
$3.79K
TPWA
677
Twin Peaks Wealth Advisors
California
$3.64K +$3.65K +150 New
JWA
678
JFS Wealth Advisors
Pennsylvania
$3.5K
PIS
679
POM Investment Strategies
North Carolina
$3.37K +$3.38K +139 New
PA
680
Parallel Advisors
California
$3.35K -$6.94K -285 -67%
WWM
681
Wolff Wiese Magana
California
$2.89K
MA
682
Montag & Associates
Georgia
$2.86K
OHWP
683
Oak Harbor Wealth Partners
North Carolina
$2.11K +$24 +1 +1%
SFG
684
Strive Financial Group
Indiana
$2K +$1.61K +66 New
GPFA
685
Game Plan Financial Advisors
Ohio
$1.77K
RFP
686
Root Financial Partners
California
$1.68K -$227K -9,306 -99%
SL
687
Salomon & Ludwin
Virginia
$1.62K
BWM
688
Bernard Wealth Management
Michigan
$1.55K +$1.56K +64 New
TCM
689
Triumph Capital Management
Colorado
$1.36K -$195 -8 -13%
HDIM
690
Hanson & Doremus Investment Management
Vermont
$1K
OW
691
Olistico Wealth
Oklahoma
$995
WWMSC
692
Wagner Wealth Management (South Carolina)
South Carolina
$849
SWM
693
Spire Wealth Management
Virginia
$752
SA
694
Strategic Advocates
Utah
$485 -$208K -8,530 -100%
SIS
695
Strategic Investment Solutions
Illinois
$364 +$365 +15 New
MG
696
Mather Group
Illinois
$194 +$195 +8 New
VA
697
Vestwell Advisors
New York
$139
National Bank of Canada
698
National Bank of Canada
Quebec, Canada
$73
KFP
699
Kerr Financial Planning
California
$72 -$24 -1 -25%
IAS
700
IMA Advisory Services
Colorado
$4

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.