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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
CFFP
676
Center for Financial Planning
Michigan
$12.1K
CFG
677
Chapman Financial Group
Hawaii
$10.5K
GEA
678
Glen Eagle Advisors
New Jersey
$9.9K
FGA
679
Fortis Group Advisors
New Jersey
$9.7K
SEP
680
Signature Equity Partners
Ohio
$9.64K +$9.64K +399 New
GWM
681
Geneos Wealth Management
Colorado
$8.93K
AIA
682
Arcadia Investment Advisors
Idaho
$8.59K
IAIM
683
International Assets Investment Management
Florida
$8.42K
LWM
684
Lodestone Wealth Management
Washington
$6.95K -$3.48K -144 -33%
OSAM
685
O'Shaughnessy Asset Management
Connecticut
$6.76K
DJSG
686
D.J. St. Germain
Massachusetts
$6.25K
DWA
687
Delos Wealth Advisors
Texas
$6.11K +$6.12K +253 New
AC
688
AlphaCore Capital
California
$5.99K +$6K +248 New
BC
689
Barrett & Company
Rhode Island
$5.21K
BBHC
690
Brown Brothers Harriman & Co
New York
$4.49K
CPG
691
Cornerstone Planning Group
New Jersey
$4.39K -$1.04K -43 -19%
ADL
692
Asset Dedication LLC
California
$4.16K +$24 +1 +0.6%
SWM
693
SHP Wealth Management
Massachusetts
$4.1K +$4.11K +170 New
HC
694
Hoese & Co
Minnesota
$4.05K +$4.06K +168 New
Vanguard Advisers Inc
695
Vanguard Advisers Inc
Pennsylvania
$3.68K -$4.4K -182 -54%
HNB
696
Huntington National Bank
Ohio
$3.57K
LFA
697
LGT Financial Advisors
Texas
$3.35K +$3.36K +139 New
WWM
698
Wolff Wiese Magana
California
$2.87K
ATS
699
Ashton Thomas Securities
New York
$2.41K +$2.42K +100 New
JWA
700
JFS Wealth Advisors
Pennsylvania
$2.22K -$1.26K -52 -36%

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.