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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
HDIM
676
Hanson & Doremus Investment Management
Vermont
$1K
OW
677
Olistico Wealth
Oklahoma
$995
WWMSC
678
Wagner Wealth Management (South Carolina)
South Carolina
$849
SWM
679
Spire Wealth Management
Virginia
$752
SA
680
Strategic Advocates
Utah
$485
SIS
681
Strategic Investment Solutions
Illinois
$364
MG
682
Mather Group
Illinois
$194
VA
683
Vestwell Advisors
New York
$139
National Bank of Canada
684
National Bank of Canada
Quebec, Canada
$73
KFP
685
Kerr Financial Planning
California
$72
IAS
686
IMA Advisory Services
Colorado
$4
BA
687
Ballast Advisors
Minnesota
PAYA
688
Phil A. Younker & Associates
Alaska
FTUS
689
Flow Traders U.S.
New York
IAN
690
Integrated Advisors Network
Texas
NA
691
NewEdge Advisors
Louisiana
MWM
692
MFG Wealth Management
Indiana
FAM
693
Frontier Asset Management
Wyoming
JWCA
694
J.W. Cole Advisors
Florida
AWM
695
Apollon Wealth Management
South Carolina
Renaissance Technologies
696
Renaissance Technologies
New York
EH
697
Equitable Holdings
New York
DAS
698
Diversify Advisory Services
Utah
GWANC
699
Guardian Wealth Advisors (North Carolina)
North Carolina
JF
700
Joule Financial
Kentucky