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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
IAN
701
Integrated Advisors Network
Texas
-$3.74M -153,561 Closed
MWM
702
MFG Wealth Management
Indiana
-$1.29M -53,088 Closed
FAM
703
Frontier Asset Management
Wyoming
-$1.25M -51,361 Closed
JWCA
704
J.W. Cole Advisors
Florida
-$1.18M -51,008 Closed
AWM
705
Apollon Wealth Management
South Carolina
-$1.1M -45,328 Closed
Renaissance Technologies
706
Renaissance Technologies
New York
-$970K -39,823 Closed
EH
707
Equitable Holdings
New York
-$721K -29,576 Closed
DAS
708
Diversify Advisory Services
Utah
-$659K -27,040 Closed
GWANC
709
Guardian Wealth Advisors (North Carolina)
North Carolina
-$517K -21,196 Closed
JF
710
Joule Financial
Kentucky
-$481K -19,750 Closed
TA
711
TFB Advisors
Kansas
-$376K -15,424 Closed
AIM
712
Archer Investment Management
Texas
-$363K -14,902 Closed
QCM
713
Quantinno Capital Management
New York
-$360K -14,752 Closed
USCWA
714
U.S. Capital Wealth Advisors
Texas
-$359K -14,731 Closed
FAG
715
Financial Architects (Georgia)
Georgia
-$329K -13,490 Closed
MA
716
McBroom & Associates
Nevada
-$324K -13,296 Closed
AWM
717
Axxcess Wealth Management
California
-$317K -13,011 Closed
SPW
718
Sonoma Private Wealth
California
-$307K -12,581 Closed
Envestnet Portfolio Solutions
719
Envestnet Portfolio Solutions
Illinois
-$286K -11,718 Closed
Brown Advisory
720
Brown Advisory
Maryland
-$281K -11,519 Closed
RIM
721
Rockbridge Investment Management
New York
-$277K -11,365 Closed
AR
722
Apeiron RIA
Texas
-$253K -10,393 Closed
IPA
723
Investment Planning Advisors
Georgia
-$238K -9,746 Closed
GCM
724
Generation Capital Management
New York
-$232K -9,514 Closed
TCM
725
Tuttle Capital Management
Connecticut
-$232K -9,500 Closed